Integrate Onpipeline with Billy
Send information between Onpipeline and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Billy whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for recently won deals in Onpipeline
Onpipeline + Billy
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Supported triggers and actions
Integrate Onpipeline and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated
Triggers when an existing deal is updated
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
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
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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Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
