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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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Live chat app to engage and convert website visitors.

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Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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Create, send, and track targeted email campaigns that drive sales.

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

Survey
 
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Online website builder with extensive customisation options.

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Website conversion optimization and personalisation platform.

PageSense
 
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End-to-end event management software.

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Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

LandingPage
 
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Manage all your local business listings on a single platform.

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Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
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Unified marketing platform for marketing teams.

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Commerce

eCommerce platform to manage and market your online store.

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Helpdesk software to deliver great customer support.

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Remote support and unattended remote access software.

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Interactive remote assistance software with augmented reality.

Lens
 
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End-to-end field service management platform for service businesses.

FSM
 
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Live chat app to engage and convert website visitors.

SalesIQ
 
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Cloud Contact Center Software for businesses.

Voice
 
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Solo

The all-in-one toolkit for solopreneurs.

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Appointment scheduling app for consultations with customers.

Bookings
 
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Service Plus

Unified platform for customer service and support teams.

Service Plus

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Books

Powerful accounting platform for growing businesses.

Books
 
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100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
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End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
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Solo

The all-in-one toolkit for solopreneurs.

Solo
 
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Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
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eCommerce platform to manage and market your online store.

Commerce
 
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Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

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Mail

Secure email service for teams of all sizes.

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Online meeting software for all your video conferencing & webinar needs.

Meeting
 
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Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
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PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
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Application suite built to improve team productivity and collaboration.

Workplace

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People

Organize, automate, and simplify your HR processes.

People
 
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Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
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Payroll software with automated tax payments and filing.

Payroll
 
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Employee scheduling and time tracking app.

Shifts
 
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Digital signature app for businesses.

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People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
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Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
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Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
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Automate manual, tedious, and repetitive tasks easily.

RPA

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Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
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Harnessing IoT analytics for real-time operational intelligence.

IoT

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Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
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Automatic bug tracking software for managing bugs.

BugTracker
 
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Solo

The all-in-one toolkit for solopreneurs.

Solo
 
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Unified project management platform for intelligent, data-driven work.

Projects Plus

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Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
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AI-powered data preparation service for your data-driven organization.

DataPrep

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Low-code IoT platform and solutions for connected businesses.

IoT
 
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Application suite built to improve team productivity and collaboration.

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Unified project management platform for intelligent, data-driven work.

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Integrate Billy with 1000+ apps

Create business workflows for Billy without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Billy workflows

+

Create products in Billy for new products from Billbee

Billbee + Billy

Multiple products in your inventory and their corresponding multiple entries in your accounting software sounds like a recipe for a headache. Let automation take over this mind-numbing task while you attend to more important matters. This flow will create a new product in Billy when a new product is created in Billbee.

How it works
1) A new product is created in Billbee.
2) Zoho Flow creates a new product in Billy.
+

Create contacts in Billy for new people in Onpipeline

Onpipeline + Billy

Do you find maintaining contact data across multiple platforms tedious? Don't worry, automation has you covered. This flow will create a new contact in Billy when a new contact is created in Onpipeline.

How it works
1) A new contact is created in Onpipeline.
2) Zoho Flow creates a new contact in Billy.
+

Create invoices in Billy for new orders in Order Desk

Order Desk + Billy

A good ecommerce setup should create invoices fast, generating them as soon as orders are confirmed. This flow will create a new invoice in Billy when a new order is created in Order Desk.

How it works
1) A new order is created in Order Desk.
2) Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for all new orders placed in Big Cartel

Big Cartel + Billy

Generate invoices automatically upon order placement to expedite transactions. This flow will produce a new invoice in Billy for each new order created in Big Cartel.

How it works
  1. The flow triggers when an order is completed in Big Cartel.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in BigCommerce

BigCommerce + Billy

Reduce the administrative workload associated with manual invoice creation. This flow will generate an invoice in Billy whenever a new order is placed in BigCommerce.

How it works
  1. The flow triggers when a new order is created in BigCommerce.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for new orders placed in Billbee

Billbee + Billy

Reduce the administrative workload associated with manual invoice creation. This flow will create a new invoice in Billy for new orders placed in Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in Cartloom

Cartloom + Billy

Generate invoices automatically upon order placement to expedite transactions. This flow will create a new invoice in Billy for new orders placed in Cartloom.

How it works
  1. The flow triggers when a new order is created in Cartloom.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in CartRover

CartRover + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will generate an invoice in Billy whenever a new order is placed in CartRover.

How it works
  1. The flow triggers when a new order is created in CartRover.
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in CloudCart

CloudCart + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will produce a new invoice in Billy for each new order created in CloudCart.

How it works
  1. The flow triggers when a new order is created in CloudCart.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in Ecwid

Ecwid + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will generate an invoice in Billy whenever a new order is placed in Ecwid.

How it works
  1. The flow triggers when a new order is created in Ecwid.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for new orders placed in Maropost Commerce Cloud (formerly Neto)

Maropost Commerce Cloud (formerly Neto) + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will produce a new invoice in Billy for each new order created in Maropost Commerce Cloud (formerly Neto).

How it works
  1. The flow triggers when a new order is created with the order status set to 'new' in Maropost Commerce Cloud (formerly Neto).
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in Omnisend

Omnisend + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will produce a new invoice in Billy for each new order created in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in Order Desk

Order Desk + Billy

Reduce the administrative workload associated with manual invoice creation. This flow will produce a new invoice in Billy for each new order created in Order Desk.

How it works
  1. The flow triggers when a new order is created in Order Desk.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in Printify

Printify + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create an invoice in Billy every time a new order is recorded in Printify.

How it works
  1. The flow triggers when a new order is created in Printify.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in Saleor

Saleor + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will generate an invoice in Billy whenever a new order is placed in Saleor.

How it works
  1. The flow triggers when an order is confirmed in Saleor.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in Sellbrite

Sellbrite + Billy

Generate invoices automatically upon order placement to expedite transactions. This flow will create an invoice in Billy every time a new order is recorded in Sellbrite.

How it works
  1. The flow triggers when a new order is created in Sellbrite.
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in Shipwire

Shipwire + Billy

Generate invoices automatically upon order placement to expedite transactions. This flow will create an invoice in Billy every time a new order is recorded in Shipwire.

How it works
  1. The flow triggers when an order is created in Shipwire.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for new orders placed in Shopify

Shopify + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create an invoice in Billy every time a new order is recorded in Shopify.

How it works
  1. The flow triggers when a new order is created in Shopify.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for new orders placed in Squarespace

Squarespace + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will generate an invoice in Billy whenever a new order is placed in Squarespace.

How it works
  1. The flow triggers when a new order is created in Squarespace.
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in Starshipit

Starshipit + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create an invoice in Billy every time a new order is recorded in Starshipit.

How it works
  1. The flow triggers when an order is created (Unshipped) in Starshipit.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in StoreHippo

StoreHippo + Billy

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will produce a new invoice in Billy for each new order created in StoreHippo.

How it works
  1. The flow triggers when a new order is created in StoreHippo.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in Veeqo

Veeqo + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create an invoice in Billy every time a new order is recorded in Veeqo.

How it works
  1. The flow triggers when a new order is recieved in Veeqo.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for any new orders received in WooCommerce

WooCommerce + Billy

Reduce the administrative workload associated with manual invoice creation. This flow will create a new invoice in Billy for new orders placed in WooCommerce.

How it works
  1. The flow triggers when a new order is created in WooCommerce.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for all new orders placed in X-Cart

X-Cart + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will produce a new invoice in Billy for each new order created in X-Cart.

How it works
  1. The flow triggers when a new paid order is placed in X-Cart.
  2. Zoho Flow creates a new invoice in Billy.
+

Prepare an invoice in Billy upon the placement of new orders in Zoho Commerce

Zoho Commerce + Billy

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create a new invoice in Billy for new orders placed in Zoho Commerce.

How it works
  1. The flow triggers when an order is confirmed in Zoho Commerce.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for newly closed deals in Agendor

Agendor + Billy

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Billy each time a deal is won 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 Billy.
+

Create an invoice in Billy for the latest closed deals in HubSpot CRM

HubSpot CRM + Billy

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Billy whenever a deal is closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for newly acquired deals in Kylas

Kylas + Billy

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Billy each time a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for newly acquired deals in Lime Go

Lime Go + Billy

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billy each time a deal is won in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for recently won deals in OnePageCRM

OnePageCRM + Billy

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Billy each time a deal is won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for recently won deals in Onpipeline

Onpipeline + Billy

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Billy whenever a deal is closed in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for the latest closed deals in Pipedrive

Pipedrive + Billy

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

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for newly acquired deals in PipelineDeals

PipelineDeals + Billy

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Billy each time a deal is won in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Billy.
+

Generate an invoice in Billy for newly closed deals in Teamgate

Teamgate + Billy

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Billy for every finalised deal in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for the latest closed deals in Teamwork CRM

Teamwork CRM + Billy

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Billy whenever a deal is closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for recently won deals in Zoho CRM

Zoho CRM + Billy

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Billy each time a deal is closed in Zoho CRM.

How it works
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Billy.

Build your own Billy integrations

Connect Billy 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

Build your Billy workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Bill created

Triggers when a new bill is created

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new product is added

Transaction created

Triggers when a new transaction is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create product

Creates a new product

Create bill

Creates a new bill

Create invoice

Creates a new invoice

Update product

Updates the details of an existing product

Update bill

Updates the details of an existing bill

Update contact

Updates the details of an existing contact

Update invoice

Updates the details of an existing invoice

Fetch bill

Fetches the details of an existing bill using bill ID

Fetch product

Fetches the details of an existing product using product ID, name or number.

Fetch invoice

Fetches the details of an existing invoice using invoice ID

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

What is Billy?

Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.

Accounting

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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