Integrate Billomat with Agendor

Send information between Billomat and Agendor automatically, without writing any code, using Zoho Flow.

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Create an estimate in your Billomat when a new deal is created in Agendor

Automate the generation of estimates for new deals in your sales CRM solution to streamline sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in Agendor.

How it works
  1. The flow triggers when a new deal is created in Agendor.
  2. Zoho Flow creates a new estimate in Billomat.
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Create an estimate in your Billomat when a new deal is created in Agendor

Agendor + Billomat

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Generate an invoice in Billomat for newly closed deals in Agendor

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Billomat each time a deal is closed in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice in Billomat.
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Generate an invoice in Billomat for newly closed deals in Agendor

Agendor + Billomat

Build your own integrations between Billomat and Agendor

Connect Billomat and Agendor with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Billomat and Agendor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Invoice created

Triggers when a new invoice is created

Client added

Triggers when a new client is created

Recurring invoice created

Triggers when a new recurring invoice is created

Invoice payment received

Triggers when a new invoice payment is received

Supplier created

Triggers when a new supplier is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create recurring invoice

Creates a new recurring invoice

Create estimate

Creates a new estimate

Fetch client

Fetches the details of an existing client

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Update deal status

Updates the status of the specified deal

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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