Integrate Billbee with EngageBay

Send information between Billbee and EngageBay automatically, without writing any code, using Zoho Flow.

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Set up a new deal in EngageBay for every new order placed through Billbee

Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in EngageBay for every new order placed through Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new deal in EngageBay.
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Set up a new deal in EngageBay for every new order placed through Billbee

Billbee + EngageBay

Build your own integrations between Billbee and EngageBay

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Supported triggers and actions

Integrate Billbee and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Shipment created

Triggers when an order is shipped

Product created

Triggers when a new prodcut is created

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create order

Creates a new order

Create invoice

Creates an invoice for an existing order

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Update customer address

Updates the details of an existing customer address

Update order status

Updates the status of an existing order

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Create company

Creates a new company

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

What is Billbee?

Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.

E Commerce

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

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.

Julien Granjean

CEO, iDAYit

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

Toto

Technical Engineer, Master Liveaboards

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