Integrate Billbee with Salesmate
Send information between Billbee and Salesmate automatically, without writing any code, using Zoho Flow.
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Create a new deal in Salesmate for every new order created in Billbee
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Salesmate whenever a new order is created in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Salesmate.
Create a new deal in Salesmate for every new order created in Billbee
Billbee + Salesmate
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Supported triggers and actions
Integrate Billbee and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new prodcut is created
Shipment created
Triggers when an order is shipped
Customer created
Triggers when a new customer is created
Order created
Triggers when a new order is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create product
Creates a new product
Create invoice
Creates an invoice for an existing order
Create order
Creates a new order
Update customer
Updates the details of an existing customer
Update order status
Updates the status of an existing order
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
Create contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
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.
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
