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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.

All Triggers & Actions

New Activity

Triggers when a new activity is created.

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

Person Matching Filter

Triggers when a person matches a Pipedrive filter.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

Updated Deal Stage

Triggers when a deal's stage is updated.

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