Integrate Billbee with Insightful
Send information between Billbee and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightful when a order is created in Billbee
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightful each time a new order is made in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Billbee
Billbee + Insightful
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Supported triggers and actions
Integrate Billbee and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Shipment created
Triggers when an order is shipped
Product created
Triggers when a new prodcut is created
Order created
Triggers when a new order is created
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create customer
Creates a new customer
Create order
Creates a new order
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
Fetch customer
Fetches the details of an existing customer by customer number
Fetch order
Fetches the details of an existing order using query
Create team
Creates a new team
Create employee
Creates a new employee
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
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.
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What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
