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Integrate Onpipeline with Billy
Send information between Onpipeline and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Billy for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Billy whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Billy.
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Create an invoice in Billy for recently won deals in Onpipeline
Onpipeline + Billy
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Build your own integrations between Onpipeline and Billy
Connect Onpipeline and Billy with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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Contact created
Triggers when a new contact is created
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Bill created
Triggers when a new bill is created
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Transaction created
Triggers when a new transaction is created
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Invoice created
Triggers when a new invoice is created
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Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Create contact
Creates a new contact
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Create invoice
Creates a new invoice
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Create product
Creates a new product
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Create bill
Creates a new bill
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Update invoice
Updates the details of an existing invoice
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Update bill
Updates the details of an existing bill
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Update contact
Updates the details of an existing contact
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Update product
Updates the details of an existing product
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Fetch bill
Fetches the details of an existing bill using bill ID
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Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
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Fetch product
Fetches the details of an existing product using product ID, name or number.
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Fetch invoice
Fetches the details of an existing invoice using invoice ID
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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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.
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