pipelinedeals + Zoho Invoice Integrations
Syncing pipelinedeals with Zoho Invoice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
About Zoho Invoice
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
Zoho Invoice IntegrationsIt's easy to connect pipelinedeals + Zoho Invoice without coding knowledge. Start creating your own business flow.
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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Create Contact
Creates a new contact.
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Create Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
How pipelinedeals & Zoho Invoice Integrations Work
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Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Invoice as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from pipelinedeals to Zoho Invoice.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
