Integrate PipelineDeals with Billomat
Send information between PipelineDeals and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Billomat automatically, When a new deal is created in PipelineDeals
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 PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Billomat.
Generate an estimate within your Billomat automatically, When a new deal is created in PipelineDeals
PipelineDeals + Billomat
Create an invoice in Billomat for the latest closed deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Billomat each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Billomat.
Create an invoice in Billomat for the latest closed deals in PipelineDeals
PipelineDeals + Billomat
Build your own integrations between PipelineDeals and Billomat
Connect PipelineDeals 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 PipelineDeals and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
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 deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
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 Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Toto
Technical Engineer, Master Liveaboards
