Integrate HubSpot CRM with Billy
Send information between HubSpot CRM and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for the latest closed deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Billy whenever a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for the latest closed deals in HubSpot CRM
HubSpot CRM + Billy
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Supported triggers and actions
Integrate HubSpot CRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
Meeting created
Triggers when a new meeting 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
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create task
Creates a new task
Create email
Creates a new email
Create meeting
Creates a new meeting
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Associate CRM entities
Associates two existing CRM entities
Update deal
Updates the details of an existing deal using its ID
Update company
Updates the details of an existing company by ID
Create or update contact
Creates a new contact or updates the details of an existing contact
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
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 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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