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Integrate PipelineDeals with Billy
Send information between PipelineDeals and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Billy for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Billy each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Billy.
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Create an invoice in Billy for newly acquired deals in PipelineDeals
PipelineDeals + Billy
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Build your own integrations between PipelineDeals and Billy
Connect PipelineDeals and Billy with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New deal
Triggers when a new deal is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Invoice created
Triggers when a new invoice is created
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Contact created
Triggers when a new contact is created
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Transaction created
Triggers when a new transaction is created
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Bill created
Triggers when a new bill is created
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Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Create deal
Creates a new deal
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Add person
Adds a new person
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Create task
Creates a new calendar task
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Create invoice
Creates a new invoice
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Create bill
Creates a new bill
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Create product
Creates a new product
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Create contact
Creates a new contact
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Update product
Updates the details of an existing product
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Update invoice
Updates the details of an existing invoice
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Update contact
Updates the details of an existing contact
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Update bill
Updates the details of an existing bill
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Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
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Fetch invoice
Fetches the details of an existing invoice using invoice ID
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Fetch product
Fetches the details of an existing product using product ID, name or number.
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Fetch bill
Fetches the details of an existing bill using bill ID
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.
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