Integrate Pipedrive with Billomat
Send information between Pipedrive and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your Billomat when a new deal is created in Pipedrive
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Billomat when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in Pipedrive
Pipedrive + Billomat
Generate an invoice in Billomat for newly closed deals in Pipedrive
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billomat each time a deal is won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Billomat.
Generate an invoice in Billomat for newly closed deals in Pipedrive
Pipedrive + Billomat
Build your own integrations between Pipedrive and Billomat
Connect Pipedrive and Billomat with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Note added
Triggers when a new note is added
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage 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 organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Create activity
Creates a new activity
Create product
Creates a new product
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch activity
Fetches the details of an existing user activity
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization 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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
Similar apps
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