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Integrate Highrise with Billomat
Send information between Highrise and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in Billomat for new deals created in your Highrise
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in Highrise.
How it works
- The flow triggers when a new deal is created in Highrise.
- Zoho Flow creates a new estimate in Billomat.
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Prepare an estimate in Billomat for new deals created in your Highrise
Highrise + Billomat
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Build your own integrations between Highrise and Billomat
Connect Highrise and Billomat 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 Highrise and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New tag
Triggers when a new tag is created
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New task
Triggers when a new task is created
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New deal
Triggers when a new deal is created
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New company
Triggers when a new company is created
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New case
Triggers when a new case is created
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New task category
Triggers when a new task category is created
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New deal category
Triggers when a new deal category is created
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New custom fields
Triggers when a new custom field is created
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New group
Triggers when a new group is created
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is created
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Client added
Triggers when a new client is created
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Recurring invoice created
Triggers when a new recurring invoice is created
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Purchase invoice payment received
Triggers when a new purchase invoice payment is received
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Invoice created
Triggers when a new invoice is created
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Contact created
Triggers when a new contact is created
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Invoice payment received
Triggers when a new invoice payment is received
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Supplier created
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create contact
Creates a new contact
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Fetch contact
Fetches a contact by email
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Create case
Creates a new case
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Create task for contact
Creates a new task for the selected contact
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Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
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Fetch company
Fetches a company by name
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Create deal for contact
Creates a new deal for the selected contact
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Create deal
Creates a new deal
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Create task
Creates a new task
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Create note for contact
Creates a note for the selected contact
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Create recurring invoice
Creates a new recurring invoice
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Create estimate
Creates a new estimate
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Create invoice
Creates a new invoice
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Fetch client
Fetches the details of an existing client
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
Similar apps
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