1.Detect deal stage updated
Integrate Pipedrive and CRM pipeline tools to capture the deal identifier and payment reference for reconciliation.
Update invoice status when deal moves to payment stage
Automatically monitor deal stage updates across Pipedrive and accounting systems. Update invoice status and verify paid state when payment stage is reached, payment reference is present, or payment id changesβso you can reconcile correctly, keep invoices accurate, and avoid manual reconciliation.
How this automation keeps invoice payments aligned
When deal stage updates happen without a payment reference, invoices can show incorrect payment IDs or paid status. This automation captures payment details, updates Pennylane invoices, and verifies paid stateβso your team can reconcile faster.
Pipedriveor swap with your favorite app
2.Require payment reference
Integrate Filter by Zapier and validation rules to continue only when a payment reference is present.
Filter by Zapieror swap with your favorite app
3.Update invoice via API
Integrate Webhooks by Zapier and API tools to PUT updated invoice fields into Pennylane using mapped identifiers.
Webhooks by Zapieror swap with your favorite app
4.Retrieve invoice for verification
Integrate Pennylane and invoice tracking to retrieve the current invoice status for verification.
Pennylaneor swap with your favorite app
5.Proceed only if unpaid
Integrate Filter by Zapier and status checks to continue only if the invoice status is not paid.
6.Mark invoice as paid
Integrate Webhooks by Zapier and Pennylane API tools to call the mark-as-paid endpoint and close the invoice.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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