Integrate Billbee with Forecast

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

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

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Forecast whenever a new order is placed 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 Forecast.
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Initiate a new task in Forecast whenever an order is created in Billbee

Billbee + Forecast

Build your own integrations between Billbee and Forecast

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Supported triggers and actions

Integrate Billbee and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Shipment created

Triggers when an order is shipped

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

New milestone

Triggers when a new milestone is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New sprint

Triggers when a new sprint is created in the selected project

New task

Triggers when a new card is created in the selected project

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Create order

Creates a new order

Create product

Creates a new product

Create customer

Creates a new customer

Create invoice

Creates an invoice for an existing order

Update order status

Updates the status of an existing order

Update customer

Updates the details of an existing customer

Update customer address

Updates the details of an existing customer address

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Create task

Creates a new task

Create client

Creates a new client

Create project

Creates a new project

Create label

Creates a new label

Create sprint

Creates a new sprint in the selected project

Create time registration

Creates a new time registration

Add person

Adds a new person

Fetch label

Fetches an existing label by name

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 Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Product 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.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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