Integrate Pipedrive with InvoiceXpress
Send information between Pipedrive and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in InvoiceXpress for every new deal created in your Pipedrive
Generate estimates instantly when a deal is created in your pipeline management tool, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your InvoiceXpress when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in InvoiceXpress for every new deal created in your Pipedrive
Pipedrive + InvoiceXpress
Create an invoice in InvoiceXpress for newly acquired deals in Pipedrive
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in InvoiceXpress for every finalised deal 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in InvoiceXpress for newly acquired deals in Pipedrive
Pipedrive + InvoiceXpress
Build your own integrations between Pipedrive and InvoiceXpress
Connect Pipedrive and InvoiceXpress with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Purchase order added
Triggers when a new purchase order is added
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is added
Item added
Triggers when a new item is added
All Actions - Actions are the automated tasks
Create product
Creates a new project
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Add products to a deal
Adds multiple products to a deal
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create client
Creates a new client
Create purchase order
Creates a new purchase order
What is Pipedrive?
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
