Integrate Salesmate with Billomat

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

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Create an estimate in Billomat for every new deal created in your Salesmate

Effortlessly create accurate estimates in your accounting solution every time, without any manual input. This flow will create an estimate in your Billomat when a new deal is created in Salesmate.

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

Salesmate + Billomat

Build your own integrations between Salesmate and Billomat

Connect Salesmate 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 Salesmate and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company 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

Create activity

Creates a new activity

Create company

Creates a new company

Create contact

Creates a new contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch company

Fetches the details of a company by name, ID, or website

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch deal

Fetches the details of a deal by title or ID

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 Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

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

Harnoor Abroll

Technical and Operations Head, TruAct

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