Integrate Zendesk Sell with Billomat
Send information between Zendesk Sell and Billomat automatically, without writing any code, using Zoho Flow.
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Create an estimate in Billomat for every new deal created in your Zendesk Sell
Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Zendesk Sell.
How it works
- The flow triggers when a new deal is created in Zendesk Sell.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in Billomat for every new deal created in your Zendesk Sell
Zendesk Sell + Billomat
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Supported triggers and actions
Integrate Zendesk Sell and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Contact created
Triggers when a new contact 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 deal
Create a new deal
Create contact
Creates a new contact
Create task
Create a new task
Create task
Create a new task
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead by ID
Update deal
Updates the details of an existing deal by ID
Fetch user
Fetch the details of the existing user by email address
Fetch lead
Fetch the details of the existing lead by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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