Integrate Pipedrive with Invoice Ninja
Send information between Pipedrive and Invoice Ninja automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Invoice Ninja for recently won deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Invoice Ninja whenever a deal is closed 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 in Invoice Ninja.
Create an invoice in Invoice Ninja for recently won deals in Pipedrive
Pipedrive + Invoice Ninja
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Supported triggers and actions
Integrate Pipedrive and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note created
Triggers when a new note is added
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Organization updated
Triggers when any detail of an existing organization is updated
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Lead created
Triggers when a new lead is created
Note updated
Triggers when an existing note is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Contact person created
Triggers when a new contact person is created
Pipeline stage created
Triggers when a new pipeline stage is created
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Payment added
Trigger when a new payment is added
Invoice added
Trigger when a new invoice is added
Quote added
Trigger when a new quote is added
Client added
Trigger when a new client is added
All Actions - Actions are the automated tasks
Create contact person
Creates a contact new person
Create activity
Creates a new activity
Create product
Creates a new project
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Fetch user
Fetches the details of an existing user
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch activity
Fetches the details of an existing user activity
Fetch contact person
Fetches the details of an existing contact person
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Create expense
Creates a new expense
Create task
Creates a new task
Create invoice
Creates a new invoice
Create client
Creates a new client
Create product
Creates a new product
Create payment
Creates a new payment
Send invoice
Sends an existing invoice to a client via email
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch product by key
Fetches the details of an existing product by key
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch client by name
Fetches the details of an existing client record by name
Fetch expense category by name
Fetches an existing expense category by name
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.
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What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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