Integrate Billy with ClinchPad
Send information between Billy and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Billy and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Transaction created
Triggers when a new transaction is created
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is added
Bill created
Triggers when a new bill is created
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create product
Creates a new product
Create bill
Creates a new bill
Create invoice
Creates a new invoice
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Update product
Updates the details of an existing product
Update bill
Updates the details of an existing bill
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
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Create to-do
Creates a new to-do for the specified lead
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using 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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