LeadConnector + Zoho Invoice
Create new Zoho Invoices when stages change in LeadConnector pipeline
Stay on top of the sales process with this integration. When a LeadConnector pipeline stage changes, this workflow instantly creates a new invoice in Zoho Invoice. It helps streamline your sales process, ensuring seamless transition between stages and prompt invoicing, making your financial management efficient and error-free. No more delays or manual data entry—a modern solution to a common issue.
Stay on top of the sales process with this integration. When a LeadConnector pipeline stage changes, this workflow instantly creates a new invoice in Zoho Invoice. It helps streamline your sales process, ensuring seamless transition between stages and prompt invoicing, making your financial management efficient and error-free. No more delays or manual data entry—a modern solution to a common issue.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Invoice
Triggers when a new sales invoice is created.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Organization
ContactRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
OrganizationsRequired
Try It
