1.New filtered deal
Integrate Pipedrive and CRM data fields to look up or create the customer in QuickBooks Online.
Create USD invoices from qualified deals for billing
Automatically turn qualified CRM deals into USD invoices across Pipedrive and QuickBooks Online. Get invoices created when new deals match your filter—so you can itemize services, format due dates, and update deals without manual billing paperwork.
How this automation creates invoice-ready customer billing
When a qualified deal hits your Pipedrive filter, delays can stall billing and cash flow. This automation finds or creates customers, formats invoice due dates, creates USD invoices, and writes invoice details back to Pipedrive—so your team can invoice faster.
Pipedriveor swap with your favorite app
2.Find or create customer
Integrate QuickBooks Online, contact matching tools, and billing email fields to find or create customers.
QuickBooks Onlineor swap with your favorite app
3.Format due dates and schedule
Integrate Formatter by Zapier and date tools to convert deal dates into due dates and schedule strings.
Formatter by Zapieror swap with your favorite app
4.Create USD invoice
Integrate QuickBooks Online and invoice tools to create a USD invoice with formatted dates.
5.Update deal with invoice
Integrate Pipedrive and reporting fields to write invoice number and link back to the deal.
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Marcelo Lebre, Co-Founder
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