Integrate Gro CRM with Billomat

Send information between Gro CRM and Billomat automatically, without writing any code, using Zoho Flow.

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Create an estimate in your Billomat when a new deal is created in Gro CRM

Effortlessly create accurate estimates in your accounting solution every time, without any manual input. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Gro CRM.

How it works
  1. The flow triggers when a new deal is created in Gro CRM.
  2. Zoho Flow creates a new estimate in Billomat.
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Create an estimate in your Billomat when a new deal is created in Gro CRM

Gro CRM + Billomat

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Supported triggers and actions

Integrate Gro CRM and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New deal

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Invoice created

Triggers when a new invoice is created

Client added

Triggers when a new client is created

Recurring invoice created

Triggers when a new recurring invoice is created

Invoice payment received

Triggers when a new invoice payment is received

Supplier created

Triggers when a new supplier is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create contact

Creates a new contact

Fetch time zone

Fetches the details of a time zone by name

Fetch country

Fetches the details of a country by name

Fetch user

Fetches the details of an existing user by email

Fetch currency

Fetches the details of a currency by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch contact type

Fetches the details of an existing contact type by name

Create recurring invoice

Creates a new recurring invoice

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Fetch client

Fetches the details of an existing client

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

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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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

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Sales Director, Artico

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CEO, Lakeside CNC Group

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

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