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



Do you find maintaining contact data across multiple platforms tedious? Don't worry, automation has you covered. This flow will create a new contact in Billy when a new contact is created in Onpipeline.

How it works
1) A new contact is created in Onpipeline.
2) Zoho Flow creates a new contact in Billy.
Use this flow
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Create contacts in Billy for new people in Onpipeline

Onpipeline + Billy

Build your own integrations between Onpipeline and Billy

Connect Onpipeline and Billy with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

CRM

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.

Learn more >

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Technical Engineer, Master Liveaboards

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