![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Integrate Zoho CRM with Billy
Send information between Zoho CRM and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Create an invoice in Billy for recently won deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Billy each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Billy.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Create an invoice in Billy for recently won deals in Zoho CRM
Zoho CRM + Billy
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Zoho CRM and Billy
Connect Zoho CRM and Billy 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 Zoho CRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Entry created or updated
Triggers when a record entry is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
New lead
Triggers when a new lead is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
New user
Triggers when a new user is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated deal
Triggers when an existing deal is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module
Triggers when a new module is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
User created or updated
Triggers when the details of an existing user are created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated module entry
Triggers when an entry is updated in the selected module
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
New note
Triggers when a new note is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Contact created
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Bill created
Triggers when a new bill is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Transaction created
Triggers when a new transaction is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send email template
Sends an email to the specified users
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Raise signal
Raises a signal to Zoho CRM
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add user
Adds a new user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update module entry
Updates the specified module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Remove tags
Removes tags from the specified record
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Convert lead to contact
Converts a lead to a contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add tags
Adds tags to the specified record
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update related module entry
Relates an entry in this module with an entry in another module
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send mail merge
Sends a mail merge with details of the selected record
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add note
Adds a note to the selected module
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update user
Updates the details of an existing user based on user ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch event
Fetches an event by its title or unique ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch lead
Fetches a lead by email address or unique ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch user
Fetches a user by name or email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch inventory template
Fetches an inventory template using ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch email template
Fetches an email template by name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Clone module entry
Clones an existing module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch account
Fetches an account by its name or unique ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch contact
Fetches a contact by email address, unique ID, or name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Delete module entry
Deletes the specified entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch product
Fetches a product by its name or unique ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch module entry
Fetches a module entry by the specified values
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Create invoice
Creates a new invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Create product
Creates a new product
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Create bill
Creates a new bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Update bill
Updates the details of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Update contact
Updates the details of an existing contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Update product
Updates the details of an existing product
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Fetch bill
Fetches the details of an existing bill using bill ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Fetch product
Fetches the details of an existing product using product ID, name or number.
![](https://flow-ca-public.nimbuspop.com/flow-apps/billy.png)
Fetch invoice
Fetches the details of an existing invoice using invoice ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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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