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

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

Invoice paid

Triggers when an invoice is paid in full

New invoice

Triggers when a new invoice is created

New subscription

Triggers when a new subscription is created

New customer

Triggers when a new customer is created

Subscription canceled

Triggers when a subscription is canceled

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 invoice

Creates a new invoice

Create customer

Creates a new customer

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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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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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Head of Operations, AAA Band Rentals

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