

Integrate PipelineDeals with Billy
Send information between PipelineDeals and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Billy each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Billy.


Create an invoice in Billy for newly acquired deals in PipelineDeals
PipelineDeals + Billy

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

New person, lead, or contact
Triggers when a new person, lead, or contact is created

New deal
Triggers when a new deal is created

Updated deal status
Triggers when the status of an existing deal is updated

Updated deal stage
Triggers when a deal is moved from one stage to another

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 person
Adds a new person

Create deal
Creates a new deal

Create activity
Creates a new activity associated with an existing person, company, or deal

Create task
Creates a new calendar task

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 PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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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