Integrate EngageBay with Billomat
Send information between EngageBay and Billomat 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 EngageBay
Generate estimates instantly when a deal is created in your marketing, sales, support and CRM application, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in EngageBay.
How it works
- The flow triggers when a new deal is created in EngageBay.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in EngageBay
EngageBay + Billomat
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Supported triggers and actions
Integrate EngageBay and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Client added
Triggers when a new client is created
Recurring invoice created
Triggers when a new recurring invoice is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice payment received
Triggers when a new invoice payment is received
Supplier created
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Create recurring invoice
Creates a new recurring invoice
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
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