Integrate EngageBay with Billomat

Send information between EngageBay and Billomat automatically, without writing any code, using Zoho Flow.

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Create an estimate in your Billomat when a new deal is created in EngageBay

Generate estimates instantly when a deal is created in your marketing, sales, support and CRM application, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in EngageBay.

How it works
  1. The flow triggers when a new deal is created in EngageBay.
  2. Zoho Flow creates a new estimate in Billomat.
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Create an estimate in your Billomat when a new deal is created in EngageBay

EngageBay + Billomat

Build your own integrations between EngageBay and Billomat

Connect EngageBay and Billomat with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EngageBay and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Invoice payment received

Triggers when a new invoice payment is received

Supplier created

Triggers when a new supplier is created

Client added

Triggers when a new client is created

Recurring invoice created

Triggers when a new recurring invoice is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Create recurring invoice

Creates a new recurring invoice

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Fetch client

Fetches the details of an existing client

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

Build comprehensive workflows using

Webhook triggers

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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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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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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