Integrate Easybill with Salesflare

Send information between Easybill and Salesflare automatically, without writing any code, using Zoho Flow.

Build your own integrations between Easybill and Salesflare

Connect Easybill and Salesflare with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Easybill and Salesflare using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New customer

Triggers when a new customer is created

New contact

Triggers when a new contact is created

Updated customer

Triggers when the details of an existing customer are updated

Updated contact

Triggers when the details of an existing contact are updated

New document

Triggers when a new document is created

New opportunity

Triggers when a new opportunity is created

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create document

Creates a new document

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact for a customer by first name, last name, or email address

Fetch customer

Fetches the details of an existing customer by email address, company name, or last name

Create contact

Creates a new contact

Create account

Creates a new account

Create call

Creates a new call

Create task

Creates a new task

Create meeting

Creates a new meeting

Add contact to account

Adds an existing contact to the selected account

Add user to account

Adds an existing user to the selected account

Create opportunity

Creates a new opportunity

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch person

Fetches a person by ID, name, or email

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

What is Easybill?

EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.

Accounting

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

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.

Learn more >

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.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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