Integrate Onpipeline with Billy

Send information between Onpipeline and Billy automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create an invoice in Billy for recently won deals in Onpipeline

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Billy whenever a deal is closed in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Billy.
+

Create an invoice in Billy for recently won deals in Onpipeline

Onpipeline + Billy

Build your own integrations between Onpipeline and Billy

Connect Onpipeline and Billy with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Onpipeline and Billy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Deal updated as won

Triggers when a deal is updated as won

Event updated

Triggers when a calendar event is updated

Deal created

Triggers when a new deal is created

Event created

Triggers when a new calendar event is created

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Bill created

Triggers when a new bill is created

Product created

Triggers when a new product is added

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add lead

Creates a new lead

Add organization

Adds a new organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

Create invoice

Creates a new invoice

Create bill

Creates a new bill

Create product

Creates a new product

Create contact

Creates a new contact

Update product

Updates the details of an existing product

Update invoice

Updates the details of an existing invoice

Update contact

Updates the details of an existing contact

Update bill

Updates the details of an existing bill

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

Fetch invoice

Fetches the details of an existing invoice using invoice ID

Fetch product

Fetches the details of an existing product using product ID, name or number.

Fetch bill

Fetches the details of an existing bill using bill ID

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

What is Billy?

Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY