Integrate Agendor with Billy

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

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Generate an invoice in Billy for newly closed deals in Agendor

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Billy each time a deal is won in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice in Billy.
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Generate an invoice in Billy for newly closed deals in Agendor

Agendor + Billy

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Supported triggers and actions

Integrate Agendor and Billy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Bill created

Triggers when a new bill is created

Transaction created

Triggers when a new transaction is created

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new product is added

All Actions - Actions are the automated tasks

Create person deal

Creates a person deal

Create person

Creates a person .

Create company

Creates a new company

Create company deal

Creates a new company deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Update deal status

Updates the status of the specified deal

Fetch company

Fetches the details of an existing company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Create product

Creates a new product

Create bill

Creates a new bill

Update invoice

Updates the details of an existing invoice

Update bill

Updates the details of an existing bill

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Fetch bill

Fetches the details of an existing bill using bill ID

Fetch contact

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

Fetch product

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

Fetch invoice

Fetches the details of an existing invoice using invoice ID

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions 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.

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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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