Integrate OnePageCRM with Billy

Send information between OnePageCRM and Billy automatically, without writing any code, using Zoho Flow.

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Create an invoice in Billy for recently won deals in OnePageCRM

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Billy each time a deal is won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Billy.
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Create an invoice in Billy for recently won deals in OnePageCRM

OnePageCRM + Billy

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Connect OnePageCRM and Billy with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and Billy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

Triggers when a new contact is created

Product created

Triggers when a new product is added

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Bill created

Triggers when a new bill is created

Transaction created

Triggers when a new transaction is created

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create product

Creates a new product

Create bill

Creates a new bill

Update product

Updates the details of an existing product

Update bill

Updates the details of an existing bill

Update contact

Updates the details of an existing contact

Update invoice

Updates the details of an existing invoice

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

Fetch bill

Fetches the details of an existing bill using bill ID

Fetch product

Fetches the details of an existing product using product ID, name or number.

Fetch invoice

Fetches the details of an existing invoice using invoice ID

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

Accounting

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 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

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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