Integrate Pipedrive with MYOB AccountRight Live
Send information between Pipedrive and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Create an invoice in MYOB AccountRight Live for recently won deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in MYOB AccountRight Live each time a deal is won 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 MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for recently won deals in Pipedrive
Pipedrive + MYOB AccountRight Live
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Supported triggers and actions
Integrate Pipedrive and MYOB AccountRight Live 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
New employee
Triggers when a new employee is created
New customer
Triggers when a new customer is created
Contact created or updated
Triggers when a new contact is created or an existing one is updated
New invoice
Triggers when a new invoice is generated
New item sale
Triggers when a new sale is recorded for an item
Invoice created or updated
Triggers when a new invoice is created or an existing one is updated
New supplier
Triggers when a new supplier is created
New bill
Triggers when a new bill is generated
Item created or updated
Triggers when a new item is created or an existing one is updated
Sales order created or updated
Triggers when a new sales order is created or an existing one is updated
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 timesheet entry
Creates a new timesheet entry for an employee
Create employee
Creates a new employee
Create item
Creates a new item in the inventory
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create supplier
Creates a new supplier
Create bill
Creates a bill for the specified supplier
Create sales order
Creates a new sales order
Create purchase item order
Creates a new purchase item order
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an existing item by UID
Fetch employee
Fetches an employee by display ID or email
Fetch bill
Fetches a bill by type and ID
Fetch invoice
Fetches an invoice by UID
What is Pipedrive?
What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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