Integrate Billbee with EngageBay
Send information between Billbee and EngageBay automatically, without writing any code, using Zoho Flow.
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Set up a new deal in EngageBay for every new order placed through Billbee
Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in EngageBay for every new order placed through Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in EngageBay.
Set up a new deal in EngageBay for every new order placed through Billbee
Billbee + EngageBay
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Supported triggers and actions
Integrate Billbee and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Customer created
Triggers when a new customer is created
Product created
Triggers when a new prodcut is created
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create invoice
Creates an invoice for an existing order
Create product
Creates a new product
Create customer
Creates a new customer
Create order
Creates a new order
Update customer address
Updates the details of an existing customer address
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer by customer number
Fetch order
Fetches the details of an existing order using query
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create event
Creates a new event
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
