Add new Pipedrive deals that match filters to Alegra as invoices
When this happensStep 1: Deal Matching Filter
Then do thisStep 2: Find Contact
Then do thisStep 3: Find Item
Then do thisStep 4: Create Invoice
Are you making a lot of deals in Pipedrive? Using this integration also you can create invoices inside Alegra as Pipedrive deals are created. Set up this Zap and new invoices will be created in Alegra automatically whenever new deals are created in Pipedrive that match a certain filter you set. For example, you can have invoices created for only certain types of deals or only for deals that you own.
How this Pipedrive-Alegra integration works
- A new deal is created in Pipedrive that matches the filter you set.
- Zapier searches for an existing contact in Alegra.
- Zapier searches for an existing item in Alegra.
- Zapier creates a new invoice in Alegra.