Integrate Agile CRM with Billit
Send information between Agile CRM and Billit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Billit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Order updated
Triggers when the details of an existing order is updated
Order created
Triggers when a new order is created
All Actions - Actions are the automated tasks
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Deal
Creates a new deal
Create customer
Creates a new customer
Create order
Creates a new order
Create or update product
Creates a new product or updates the details of an existing product
Create supplier
Creates a new supplier
Fetch supplier
Fetches the details of an existing supplier
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Billit?
Billit is an accounting platform that helps businesses share invoices and receipts, upload purchase costs, link bank accounts for payments, and more.
Similar apps
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.
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Toto
Technical Engineer, Master Liveaboards
