Integrate PipelineDeals with Billy
Send information between PipelineDeals and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Billy each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for newly acquired deals in PipelineDeals
PipelineDeals + Billy
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Supported triggers and actions
Integrate PipelineDeals and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact 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
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
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 PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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.
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Learn more >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
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