Integrate PipelineDeals with Tookan
Send information between PipelineDeals and Tookan automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in PipelineDeals for every new order placed through Tookan
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in PipelineDeals whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Tookan
Tookan + PipelineDeals
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Supported triggers and actions
Integrate PipelineDeals and Tookan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Task updated
Triggers when the details of an existing task are updated
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create deal
Creates a new deal
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create pickup and delivery task
Creates a new pickup and delivery task
Create customer
Creates a new customer
Create appointment task
Creates a new appointment task
Create merchant
Creates a new merchant
Create agent
Creates a new agent
Create delivery task
Creates a new delivery task
Create pickup task
Creates a new pickup task
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Tookan?
Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.
Similar apps
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