Integrate Billbee with LiquidPlanner

Send information between Billbee and LiquidPlanner automatically, without writing any code, using Zoho Flow.

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Create a new task in LiquidPlanner when a order is created in Billbee

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in LiquidPlanner whenever an order is created in Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Create a new task in LiquidPlanner when a order is created in Billbee

Billbee + LiquidPlanner

Build your own integrations between Billbee and LiquidPlanner

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Supported triggers and actions

Integrate Billbee and LiquidPlanner 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

New or updated client

Triggers when a new client is added or details of an existing client are updated

New or updated task

Triggers when a task is created or updated

New or updated package

Triggers when a package is added or updated

New or updated document

Triggers when a document is created or updated

New or updated comment

Triggers when a comment is created or updated

New or updated project

Triggers when a project is created or updated

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 a task

Creates a new task

Create a package

Creates a new package

Create a project

Creates a new project

Create an event

Create a full day event

Create a milestone

Creates a new milestone

Create folder

Creates a new folder

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.

E Commerce

What is LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

Project Management

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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