Integrate Pipedrive with Invoiced

Send information between Pipedrive and Invoiced automatically, without writing any code, using Zoho Flow.

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Create an invoice in Invoiced for the latest closed deals in Pipedrive

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Invoiced for every finalised deal in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Invoiced.
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Create an invoice in Invoiced for the latest closed deals in Pipedrive

Pipedrive + Invoiced

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Supported triggers and actions

Integrate Pipedrive and Invoiced using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product updated

Triggers when any detail of an existing product is updated

Lead updated

Triggers when any detail of an existing lead is updated

Deal updated

Triggers when any detail of an existing deal is updated

Note created

Triggers when a new note is added

Product created

Triggers when a new product is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Lead created

Triggers when a new lead is created

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Activity created

Triggers when a new activity is created

Organization updated

Triggers when any detail of an existing organization is updated

New invoice

Triggers when a new invoice is created

Invoice paid

Triggers when an invoice is paid in full

New customer

Triggers when a new customer is created

New subscription

Triggers when a new subscription is created

Subscription canceled

Triggers when a subscription is canceled

All Actions - Actions are the automated tasks

Add products to a deal

Adds multiple products to a deal

Create lead

Creates a new lead

Create deal

Creates a new deal

Create product

Creates a new project

Create activity

Creates a new activity

Create note

Creates a new note for the selected lead, deal, person, or organization

Create organization

Creates a new organization

Create contact person

Creates a contact new person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update contact person

Updates the details of an existing contact person

Update deal

Updates the details of an existing deal

Fetch user

Fetches the details of an existing user

Fetch lead

Fetches the details of an existing lead

Fetch contact person

Fetches the details of an existing contact person

Fetch field options

Fetches the specific field options by using its ID or name

Fetch deal

Fetches the details of an existing deal

Fetch product

Fetches the details of an existing product

Fetch organization

Fetches the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Fetch customer

Fetches an existing customer by the selected filter

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Invoiced?

Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.

Accounting

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Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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