Automated Invoice Creation and Delivery

The Automated Invoice Creation and Delivery template streamlines your sales process by automatically generating and sending invoices when a deal closes. This automation connects your sales and accounting systems, saving you time and ensuring your information is up-to-date.

1. When a deal is marked as "Closed" in Pipedrive, the automation is triggered.
2. QuickBooks then generates an invoice using the details from the closed deal in Pipedrive.
3. The generated invoice is automatically sent to your client via Gmail.
4. Finally, the automation updates the original deal in Pipedrive with a log of the sent invoice, so all your sales information is in one place.

To successfully use the Automated Invoice Creation and Delivery template, you'll need a few things set up beforehand. This ensures the automation can seamlessly create and send invoices.

• Active Pipedrive account
• Active QuickBooks account
• Active Gmail account
• Properly connected Pipedrive, QuickBooks, and Gmail accounts within the Latenode platform
• Configured deals in Pipedrive
• Customer information set up in QuickBooks

Beyond automating invoice creation and delivery, consider how this template can enhance your client relationships. By automating the invoice process, you ensure timely and professional communication with your clients. This streamlined approach not only accelerates payments but also reflects positively on your business's efficiency and attention to detail. A well-managed invoicing system fosters trust and can contribute to stronger, more enduring client relationships. This automation helps you to look more professional.

How does this template trigger invoice creation?

The Automated Invoice Creation and Delivery template is triggered when you mark a deal as "closed" in Pipedrive. This action initiates the workflow, which then automatically generates and sends the invoice.

What happens if my deal details in Pipedrive are incomplete?

The template pulls deal information from Pipedrive to generate the invoice in QuickBooks. Therefore, ensure your Pipedrive deals contain all necessary details, such as customer information, products/services, quantities, and pricing. Incomplete information in Pipedrive may result in incomplete invoices.

Do I need to manually connect my accounts each time the template runs?

No, you only need to connect your Pipedrive, QuickBooks, and Gmail accounts within the Latenode platform once during the template setup. After that, the automation will use these connected accounts to create and send invoices automatically.