Integrate Billbee with TeamGrid

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

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Create a new task in TeamGrid when a order is created in Billbee

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in TeamGrid when a order is created in Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new task in TeamGrid.
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Create a new task in TeamGrid when a order is created in Billbee

Billbee + TeamGrid

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Supported triggers and actions

Integrate Billbee and TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Shipment created

Triggers when an order is shipped

Product created

Triggers when a new prodcut is created

Order created

Triggers when a new order is created

Project created

Triggers when a new project is created

Task completed

Triggers when task is completed

Project completed

Triggers when a project is completed

Contact created

Triggers when a new contact is created

Task created

Triggers when a task is created

All Actions - Actions are the automated tasks

Create invoice

Creates an invoice for an existing order

Create order

Creates a new order

Create product

Creates a new product

Create customer

Creates a new customer

Update order status

Updates the status of an existing order

Update customer

Updates the details of an existing customer

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create project

Creates a new project

Create task

Creates a new task

Complete project

Completes an existing project

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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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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

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

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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