Integrate Billbee with Workast

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

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Initiate a new task in Workast whenever an order is created in Billbee

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Workast each time a new order is made 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 Workast.
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Initiate a new task in Workast whenever an order is created in Billbee

Billbee + Workast

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Supported triggers and actions

Integrate Billbee and Workast 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

Task created

Triggers when a new task is created in a space

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 Space

Creates a new Space

Create task

Creates a new task

Move task

Move tasks between Spaces

Mark task as completed

Marks a task as completed

Fetch user

Fetches the details of an existing user by email address

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 Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task 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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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