Integrate Pipedrive with Billy
Send information between Pipedrive and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Billy for the latest closed deals in Pipedrive
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
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for the latest closed deals in Pipedrive
Pipedrive + Billy
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Supported triggers and actions
Integrate Pipedrive and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal updated
Triggers when any detail of an existing deal is updated
Activity created
Triggers when a new activity is created
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
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Create project
Creates a new project
Create organization
Creates a new organization
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
Fetch person by name
Fetches the details of an existing person record by name
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch organization by name
Fetches the details of an existing organization by name
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by email address
Fetches the details of an existing person by email address
Fetch product by name
Fetches the details of an existing product by name
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 Pipedrive?
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.
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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