Integrate PipelineDeals with Cin7 Core Inventory
Send information between PipelineDeals and Cin7 Core Inventory automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Cin7 Core Inventory using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
Stock level updated
Triggers when the level of a stock is updated
Sale credit note authorised
Triggers when a credit note of a sale is authorised
Sale pack authorised
Triggers when packing of a sale is authorised
Purchase credit note authorised
Triggers when credit note for a purchase is authorised
Sale voided
Triggers when a sale is voided
Partial sale payment received
Triggers when partial payment for a sale is received
Received purchase stock authorised
Triggers when a purchase stock received is authorised
Customer created or updated
Triggers when a customer is created or updated
Sales invoice authorised
Triggers when a sales invoice is authorised
Sales order authorised
Triggers when a sales order is authorised
Purchase order authorised
Triggers when a purchase order is authorised
Sale quote authorised
Triggers when a quote for a sale is authorised
Sale payment received
Triggers when the full payment for a sale is received
Purchase invoice authorised
Triggers when a purchase invoice is authorised
Sale undone
Triggers when a sale is undone
Sale back ordered
Triggers when a sale is back ordered
Sale pick authorised
Triggers when picking of a sale is authorized
Sale shipment authorised
Triggers when shipment of a sale is authorised
Supplier updated
Triggers when any detail of a supplier is updated
Sale shipment tracking number updated
Triggers when the shipment tracking number of a sale is updated
All Actions - Actions are the automated tasks
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create sale
Creates a new sale
Add contact to customer
Adds a new contact to an existing customer
Create customer
Creates a new customer
Create stock adjustment
Creates a new stock adjustment
Create supplier
Creates a new supplier
Add address to customer
Adds a new address to an existing customer
Create product
Creates a new product
Update customer contact
Updates the details of an existing customer contact
Update customer address
Updates the details of an existing customer address
Update supplier
Updates the details of a supplier
Update product
Updates the details of an existing product
Update customer
Updates the details of an existing customer
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch production by search term
Fetches the details of an existing production by product code, product name, or production order number.
Fetch customer by name
Fetches the details of an existing customer by name
Fetch purchase by search term
Fetches the details of an existing purchase by order number, invoice number, or credit note number
Fetch sale shipment
Fetches the details of an existing sale shipment by order number, invoice number, or credit note number.
Fetch opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch product by SKU or name
Fetches the details of an existing product by its SKU or name or both
Fetch sale by search term
Fetches the details of a sale by order number, invoice number, or credit note number
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Cin7 Core Inventory?
Cin7 Core Inventory is inventory management software that helps you manage your inventory, purchases, sales, suppliers, and customers in one easy-to-use system.
Similar apps
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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