Integrate Freshsales with Billomat

Send information between Freshsales and Billomat automatically, without writing any code, using Zoho Flow.

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Generate an estimate within your Billomat automatically, When a new deal is created in Freshsales

Effortlessly create accurate estimates in your accounting solution every time, without any manual input. This flow will prepare an estimate in Billomat for a new deal created in your Freshsales.

How it works
  1. The flow triggers when a new deal is created in the selected view in Freshsales.
  2. Zoho Flow creates a new estimate in Billomat.
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Generate an estimate within your Billomat automatically, When a new deal is created in Freshsales

Freshsales + Billomat

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Supported triggers and actions

Integrate Freshsales and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New account

Triggers when a new account is created in the selected view

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 contact

Creates a new contact

Add note to lead

Adds a note to the selected lead

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Convert lead

Converts a lead to contact

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch lead by email address

Fetches the details of an existing lead by email

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 Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

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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CEO, OpIndia

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Technical Engineer, Master Liveaboards

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