Integrate Clientify with Billomat
Send information between Clientify and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Billomat automatically, When a new deal is created in Clientify
Generate estimates instantly when a deal is created in your marketing automation platform, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Clientify.
How it works
- The flow triggers when a new deal is created in Clientify.
- Zoho Flow creates a new estimate in Billomat.
Generate an estimate within your Billomat automatically, When a new deal is created in Clientify
Clientify + Billomat
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Supported triggers and actions
Integrate Clientify and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is created
Recurring invoice created
Triggers when a new recurring invoice is created
Invoice payment received
Triggers when a new invoice payment is received
Supplier created
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch task
Fetches the details of an existing task using ID
Create invoice
Creates a new invoice
Create recurring invoice
Creates a new recurring invoice
Create estimate
Creates a new estimate
Fetch client
Fetches the details of an existing client
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
Similar apps
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Custom functions
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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