Integrate EngageBay with Billomat
Send information between EngageBay and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your Billomat when a new deal is created in EngageBay
Generate estimates instantly when a deal is created in your marketing, sales, support and CRM application, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in EngageBay.
How it works
- The flow triggers when a new deal is created in EngageBay.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in EngageBay
EngageBay + Billomat
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Supported triggers and actions
Integrate EngageBay 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
Company created
Triggers when a new company 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
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
All Actions - Actions are the automated tasks
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
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 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.
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
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Learn more >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
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
