Integrate Pipedrive with Wave
Send information between Pipedrive and Wave automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Wave for newly closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Wave for every finalised deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice for the selected business in Wave.
Generate an invoice in Wave for newly closed deals in Pipedrive
Pipedrive + Wave
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Supported triggers and actions
Integrate Pipedrive and Wave 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
Product created
Triggers when a new product is created for the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Customer created
Triggers when a new customer is added to the selected business
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 invoice
Creates a new invoice for the selected business
Create customer
Creates a customer for the selected business
Send invoice
Sends the created invoice to the specified email address
Create product
Creates a product for the selected business
Fetch product
Fetches the details of an existing product
Fetch customer
Fetches the details of an existing customer
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.
Similar apps
What is Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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