The moment a rep marks a deal as Closed-Won in Pipedrive, this workflow creates and sends a QuickBooks invoice to the client with the correct line items pulled from the deal. You get paid faster without chasing anyone to raise an invoice.
Set up a Pipedrive trigger in Make that fires when a deal status changes to Closed-Won.
Pull the deal value, line items, and contact details from Pipedrive using Make's Pipedrive module.
Create a new invoice in QuickBooks Online with the correct customer, line items, and due date.
Set QuickBooks to automatically email the invoice to the client and notify your finance team in Slack with a link to the invoice.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the gap between deal close and invoice delivery from days to minutes and get paid sooner.
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