Integrate PipelineDeals with ProWorkflow
Send information between PipelineDeals and ProWorkflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in ProWorkflow for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in ProWorkflow for every finalised deal in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in ProWorkflow.
Create an invoice in ProWorkflow for recently won deals in PipelineDeals
PipelineDeals + ProWorkflow
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Supported triggers and actions
Integrate PipelineDeals and ProWorkflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Message created
Triggers when a new message is added
Contact created
Triggers when a new contact is added
Task updated
Triggers when the details of an existing task are updated
Company created
Triggers when a new company is added
Invoice updated
Triggers when the details of an existing invoice are edited
Invoice created
Triggers when a new invoice is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task is added
Project created
Triggers when a new project is added
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Add invoice
Creates a new invoice
Add expense
Creates a new expense
Add project
Creates a new project
Add contact
Creates a new contact
Add company
Creates a new company
Find contact
Fetches the details of an existing contact using username or email address
Find project
Fetches the details of an existing project
Find invoice
Fetches the details of an existing invoice
Find company
Fetches the details of an existing company by name or email address
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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