Integrate PipelineDeals with Hiveage

Send information between PipelineDeals and Hiveage automatically, without writing any code, using Zoho Flow.

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Generate an invoice in Hiveage for newly closed deals in PipelineDeals

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Hiveage each time a deal is closed in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Hiveage.
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Generate an invoice in Hiveage for newly closed deals in PipelineDeals

PipelineDeals + Hiveage

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Supported triggers and actions

Integrate PipelineDeals and Hiveage 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

Updated deal status

Triggers when the status of an existing deal is updated

New deal

Triggers when a new deal is created

New person, lead, or contact

Triggers when a new person, lead, or contact is created

New estimate

Triggers when a new estimate is created

New invoice

Triggers when a new invoice is created

New contact

Triggers when a new contact is created

New connection

Triggers when a new connection is created

New expense entry

Triggers when a new expense entry is created

New item

Triggers when a new item is created

All Actions - Actions are the automated tasks

Add person

Adds a new person

Create task

Creates a new calendar task

Create activity

Creates a new activity associated with an existing person, company, or deal

Create deal

Creates a new deal

Create expense entry

Creates a new expense entry

Create estimate

Creates a new estimate

Create connection

Creates a new connection

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Create item

Creates a new item

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

What is Hiveage?

Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.

Proposals & Invoices

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Webhook triggers

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Logic

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Custom functions

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