New deals from Pipedrive — an invoice in quickbooks and sending

For every new deal in Pipedrive the scenario issues an invoice in quickbooks and sends it, marking the status back in Pipedrive.

  • The invoice for a deal is issued and sent on its own
  • You wait less for payment
  • The status is visible in Pipedrive
  • Nothing is issued by hand
QuickBooks Online

How it works

To connect Pipedrive and QuickBooks Online, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Pipedrive
  3. Then: Quickbooks
  4. Then: Pipedrive 2
  5. Then: Quickbooks 2

You can launch this Pipedrive + QuickBooks Online integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.