Skip to content
  • ClicData logoClicData logo
  • Pipedrive logoPipedrive logo
  • QuickBooks Online logoQuickBooks Online logo
  • ClicData logoClicData logo
  • Pipedrive logoPipedrive logo
  • QuickBooks Online logoQuickBooks Online logo

ClicData + Pipedrive + QuickBooks Online

ClicData + Pipedrive + QuickBooks Online

ClicData + Pipedrive integrations

Create invoices in QuickBooks from closed Pipedrive deals and log them in ClicData

When a deal is closed in Pipedrive, this Zap automatically generates an invoice in QuickBooks and logs the details into ClicData. Use it to track closed-won revenue, deal-to-cash performance, and customer billing activity in your dashboards—without any manual data entry.

  1. When this happens...
    Updated Deal
    Updated Deal
    Updated DealTriggers when an existing deal is updated.
  2. automatically do this...
    Find Persons
    Find Persons
    Find PersonsFinds persons by ID or field search.
  3. then do this...
    Create Invoice
    Create Invoice
    Create InvoiceAdds a new invoice (with line item and bundle item support).
  4. then do this!
    Insert Row
    Insert Row
    Insert RowInsert row to a table.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with these apps

Discover other triggers and actions you can use with Pipedrive, QuickBooks Online, and more

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
clicdata logo
About ClicData
ClicData enables True Performance with an end-to-end data analytics platform: connect, transform, automate, visualize and share data from 300+ sources.
Related categories
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Related categories
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)
quickbooks logo
About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Related categories
Similar apps
Xero integrationsXero integrations
Xero
Accounting
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
Wave integrationsWave integrations
Wave
Accounting

Related Zap Templates