Integrate Billbee with LiquidPlanner
Send information between Billbee and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a new task in LiquidPlanner when a order is created in Billbee
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in LiquidPlanner whenever an order is created in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner when a order is created in Billbee
Billbee + LiquidPlanner
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Supported triggers and actions
Integrate Billbee and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
Customer created
Triggers when a new customer is created
Product created
Triggers when a new prodcut is created
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
All Actions - Actions are the automated tasks
Create invoice
Creates an invoice for an existing order
Create product
Creates a new product
Create customer
Creates a new customer
Create order
Creates a new order
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Update customer address
Updates the details of an existing customer address
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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