Integrate Helpwise with Billy

Send information between Helpwise and Billy automatically, without writing any code, using Zoho Flow.

Build your own integrations between Helpwise and Billy

Connect Helpwise and Billy with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Helpwise and Billy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Bill created

Triggers when a new bill is created

Transaction created

Triggers when a new transaction is created

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new product is added

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Send SMS

Sends an SMS message to the specified customer

Send email

Sends an email to the specified customer

Create contact

Creates a new contact

Create product

Creates a new product

Create bill

Creates a new bill

Create invoice

Creates a new invoice

Update contact

Updates the details of an existing contact

Update invoice

Updates the details of an existing invoice

Update product

Updates the details of an existing product

Update bill

Updates the details of an existing bill

Fetch bill

Fetches the details of an existing bill using bill ID

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 contact

Fetches the details of an existing contact using contact ID, name, or email address.

What is Helpwise?

Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.

Email Team Collaboration

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.

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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