Add a Pipedrive deal as a new Quaderno 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!
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!
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Invoice
Create a Quaderno Invoice.
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