Integrate Billbee with Agile CRM
Send information between Billbee and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Agile CRM for every new order created in Billbee
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Agile CRM whenever a new order is created in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Agile CRM.
Create a new deal in Agile CRM for every new order created in Billbee
Billbee + Agile CRM
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Supported triggers and actions
Integrate Billbee and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Product created
Triggers when a new prodcut is created
Order created
Triggers when a new order is created
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create invoice
Creates an invoice for an existing order
Create customer
Creates a new customer
Create order
Creates a new order
Create product
Creates a new product
Update customer
Updates the details of an existing customer
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 Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
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.
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
