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Add a Pipedrive deal as a new Quaderno invoice

  1. When this happensStep 1: New Deal

  2. Then do thisStep 2: Create Invoice

You’ve convinced a customer and closed a sale on Pipedrive. Well done! Why not automate the next step and complete the transaction like a pro? This automation adds deals that you win on Pipedrive as a new invoice in Quaderno. Not only is an invoice generated for that deal, but you also have the option to immediately have that invoice sent to your customer, all without you having to move a finger!

Note: It's recommendable to add only won Pipedrive deals by selecting them in the filter.

## How It Works

  1. You win a deal in Pipedrive
  2. Zapier creates and send an invoice for that deal to your customer

What You Need

  • Pipedrive account
  • Quaderno account
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Connect Pipedrive + Quaderno in Minutes

It's easy to connect Pipedrive + Quaderno and requires absolutely zero coding experience—the only limit is your own imagination.

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