Integrate Agile CRM with Billomat
Send information between Agile CRM 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 Agile CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in Agile CRM
Agile CRM + Billomat
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Supported triggers and actions
Integrate Agile CRM and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
Client added
Triggers when a new client is created
Contact created
Triggers when a new contact is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Supplier created
Triggers when a new supplier is created
Recurring invoice created
Triggers when a new recurring invoice is created
Invoice payment received
Triggers when a new invoice payment is received
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create recurring invoice
Creates a new recurring invoice
Fetch client
Fetches the details of an existing client
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 Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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