Integrate Pipedrive with Billomat

Send information between Pipedrive 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 Pipedrive

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Billomat when a new deal is created in Pipedrive.

How it works
  1. The flow triggers when a new deal is created in Pipedrive.
  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 Pipedrive

Pipedrive + Billomat

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Generate an invoice in Billomat for newly closed deals in Pipedrive

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billomat each time a deal is won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Billomat.
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Generate an invoice in Billomat for newly closed deals in Pipedrive

Pipedrive + Billomat

Build your own integrations between Pipedrive and Billomat

Connect Pipedrive 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 Pipedrive 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 person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Note added

Triggers when a new note is added

Activity updated

Triggers when any detail of an existing activity is updated

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Pipeline created

Triggers when a new pipeline is created

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

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

Update deal

Updates the details of an existing deal

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by ID

Fetches the details of an existing deal by ID

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 Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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