Integrate Capsule CRM with Billy
Send information between Capsule CRM and Billy automatically, without writing any code, using Zoho Flow.
Build your own integrations between Capsule CRM and Billy
Connect Capsule CRM and Billy with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Bill created
Triggers when a new bill is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is added
Transaction created
Triggers when a new transaction is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Create product
Creates a new product
Create bill
Creates a new bill
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Update bill
Updates the details of an existing bill
Update invoice
Updates the details of an existing invoice
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
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
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
What is Capsule CRM?
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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