Integrate OnePageCRM with Billy
Send information between OnePageCRM and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for recently won deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Billy each time a deal is won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for recently won deals in OnePageCRM
OnePageCRM + Billy
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Supported triggers and actions
Integrate OnePageCRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
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.
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
