Integrate PipelineDeals with Noko
Send information between PipelineDeals and Noko automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Noko using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New entry
Triggers when a new entry is created
New project
Triggers when a new project is created
New expense
Triggers when a new expense is created
New invoice
Triggers when a new invoice is created
Invoice paid
Triggers when an invoice is paid
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Create entry
Creates a new entry
Create project
Creates a new project
Create expense
Creates a new expense
Mark invoice as paid
Marks a specific invoice as paid
Mark invoice as unpaid
Marks a specific invoice as unpaid
Fetch invoice
Fetches an invoice by reference
Fetch user
Fetches a user by email
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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What is Noko?
Noko is a time tracking application with reports and invoicing. You can enable timesheet approval, categorize activities with tags, and track all your expenses without any installation .
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