Integrate Pipedrive with sevDesk

Send information between Pipedrive and sevDesk automatically, without writing any code, using Zoho Flow.

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Create an invoice in sevDesk for newly acquired deals in Pipedrive

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in sevDesk whenever a deal is closed 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 sevDesk.
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Create an invoice in sevDesk for newly acquired deals in Pipedrive

Pipedrive + sevDesk

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Supported triggers and actions

Integrate Pipedrive and sevDesk 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

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Deal created

Triggers when a new deal is created

Organization created

Triggers when a new organization is created

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Lead updated

Triggers when any detail of an existing lead is updated

Product created

Triggers when a new product is created

Contact person created

Triggers when a new contact person 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

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Invoice created

Triggers when a new invoice is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Create note

Creates a new note for the selected lead, deal, person, or organization

Create lead

Creates a new lead

Create product

Creates a new project

Create organization

Creates a new organization

Create contact person

Creates a contact new person

Create activity

Creates a new activity

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Fetch field options

Fetches the specific field options by using its ID or name

Fetch user

Fetches the details of an existing user

Fetch deal

Fetches the details of an existing deal

Fetch lead

Fetches the details of an existing lead

Fetch organization

Fetches the details of an existing organization

Fetch product

Fetches the details of an existing product

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Create contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create order

Creates a new order

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch country by name

Fetches a country by name

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch country by ID

Fetches a country by ID

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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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