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
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for recently won deals in OnePageCRM
OnePageCRM + Billy
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Supported triggers and actions
Integrate OnePageCRM and Billy 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
Invoice created
Triggers when a new invoice is created
Transaction created
Triggers when a new transaction is created
Product created
Triggers when a new product is added
Bill created
Triggers when a new bill 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 invoice
Creates a new invoice
Create product
Creates a new product
Create bill
Creates a new bill
Create contact
Creates a new contact
Update invoice
Updates the details of an existing invoice
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update bill
Updates the details of an existing bill
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
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
Fetch bill
Fetches the details of an existing bill using bill ID
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.
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