Integrate Zendesk Sell with Billomat

Send information between Zendesk Sell 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 Zendesk Sell

Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Zendesk Sell.

How it works
  1. The flow triggers when a new deal is created in Zendesk Sell.
  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 Zendesk Sell

Zendesk Sell + Billomat

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Supported triggers and actions

Integrate Zendesk Sell and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Lead created

Triggers when a new lead 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 task

Create a new task

Create lead

Creates a new lead

Create task

Create a new task

Create contact

Creates a new contact

Create deal

Create a new deal

Update deal

Updates the details of an existing deal by ID

Update lead

Updates the details of an existing lead by ID

Fetch lead

Fetch the details of the existing lead by email address

Fetch user

Fetch the details of the existing user by email address

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 Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

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Logic

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Custom functions

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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