Integrate OnePageCRM with Billomat
Send information between OnePageCRM and Billomat automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Billomat for newly closed deals in OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Billomat whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Billomat.
Generate an invoice in Billomat for newly closed deals in OnePageCRM
OnePageCRM + Billomat
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Supported triggers and actions
Integrate OnePageCRM and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action 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 payment received
Triggers when a new invoice payment is received
Supplier created
Triggers when a new supplier is created
Client added
Triggers when a new client is created
Recurring invoice created
Triggers when a new recurring invoice is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create recurring invoice
Creates a new recurring invoice
Fetch client
Fetches the details of an existing client
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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Webhook triggers
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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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