

Integrate Onpipeline with Billy
Send information between Onpipeline and Billy automatically, without writing any code, using Zoho Flow.
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Create contacts in Billy for new people in Onpipeline
How it works


Create contacts in Billy for new people in Onpipeline
Onpipeline + Billy


Create an invoice in Billy for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Billy whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Billy.


Create an invoice in Billy for recently won deals in Onpipeline
Onpipeline + Billy

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Supported triggers and actions
Integrate Onpipeline and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Deal updated
Triggers when the details of an existing deal are updated

Deal updated as won
Triggers when the status of a deal is updated as won

Deal updated as deleted
Triggers when the status of a deal is updated as deleted

Person added
Triggers when a new contact person is added

Event updated
Triggers when a calendar event is updated

Deal updated as lost
Triggers when the status of a deal is updated as lost

Deal updated as open
Triggers when the status of a deal is updated as open

Organization created
Triggers when a new organization is created

Event created
Triggers when a new calendar event is created

Note added
Triggers when a new note is added

Deal created
Triggers when a new deal 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 organization
Adds a new organization

Add note
Adds a new note

Add action menu
Adds a new action menu

Add lead
Creates a new lead

Add widget
Adds a new widget

Create deal
Creates a new deal

Update person
Updates the details of an existing contact person

Update organization
Updates the details of an existing organization

Update deal
Updates the details of an existing deal

Undelete deal
Restores a deleted deal and set the status to open

Add person
Adds a new contact person

Fetch person
Fetches the details of an existing person by full name

Fetch organization
Fetches the details of an existing organisation by name

Fetch event
Fetches the details of an existing event by ID

Remove widget
Removes an existing widget using link ID

Remove action menu
Removes an existing action menu using link ID

Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product 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 product
Updates the details of an existing product

Update bill
Updates the details of an existing bill

Update contact
Updates the details of an existing contact

Update invoice
Updates the details of an existing invoice

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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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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