

Integrate Pipedrive with Billy
Send information between Pipedrive and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create an invoice in Billy for the latest closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Billy each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Billy.


Create an invoice in Billy for the latest closed deals in Pipedrive
Pipedrive + Billy

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

Note updated
Triggers when an existing note is updated

Note added
Triggers when a new note is added

Pipeline stage created
Triggers when a new pipeline stage is created

Contact person created
Triggers when a new contact person is created

Lead updated
Triggers when the details of an existing lead is updated

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

Activity created
Triggers when a new activity is created

Organization created
Triggers when a new organization is created

Contact person updated
Triggers when the details of an existing contact person is updated

Deal created
Triggers when a new deal is created

Lead created
Triggers when a new lead is created

Pipeline created
Triggers when a new pipeline is created

Activity updated
Triggers when the details of an existing activity is updated

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

Update deal
Updates the details of an existing deal

Create notes
Creates a new note for the selected lead, deal, person, or organization

Create organization
Creates a new organization

Create product
Creates a new product

Create activity
Creates a new activity

Create contact person
Creates a new contact person for the selected organization

Create project
Creates a new project

Create lead
Creates a new lead

Create deal
Creates a new deal

Update product
Updates the details of an existing product

Update organization
Updates the details of an existing organization

Update notes
Updates the details of an existing note

Update contact person
Updates the details of an existing contact person

Update activity
Updates the details of an existing activity

Update lead
Updates the details of an existing lead

Fetch user by name
Fetches the details of an existing user by name

Fetch organization by name
Fetches the details of an existing organization by name

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

Fetch person by email address
Fetches the details of an existing person by email address

Fetch lead
Fetch the details of an existing lead by ID or title

Fetch deal by title
Fetches the details of an existing deal by title

Fetch product by name
Fetches the details of an existing product by name

Fetch person by ID
Fetches the details of an existing person record by ID

Fetch person by phone number
Fetches the details of an existing person by phone number

Fetch activity
Fetches the details of an existing user activity

Fetch deal by ID
Fetches the details of an existing deal by ID

Fetch organization by ID
Fetches the details of an existing organization by ID

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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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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