

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


Create an invoice in Billy for recently won deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Billy each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Billy.


Create an invoice in Billy for recently won deals in Zoho CRM
Zoho CRM + Billy

Build your own integrations between Zoho CRM and Billy
Connect Zoho CRM and Billy with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New note
Triggers when a new note is added

Entry created or updated
Triggers when a record entry is created or updated

User created or updated
Triggers when the details of an existing user are created or updated

New contact
Triggers when a new contact is created

New module
Triggers when a new module is created

New lead
Triggers when a new lead is created

New user
Triggers when a new user is created

Updated module entry
Triggers when an entry is updated in the selected module

Updated deal
Triggers when an existing deal 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

Convert lead to contact
Converts a lead to a contact

Draft email template
Drafts an email based on the selected template

Enroll cadence
Enrolls an existing record to a cadence

Update related module entry
Relates an entry in this module with an entry in another module

Create or update lead
Creates a new lead. Updates the lead details if the email already exists.

Create or update module entry
Creates a new module entry. Updates the module entry if it already exists

Remove tags
Removes tags from the specified record

Create or update contact
Creates a new contact. Updates the contact details if the email already exists.

Send mail merge
Sends a mail merge with details of the selected record

Send email template
Sends an email to the specified users

Create module entry
Creates a new module entry (eg., Leads, Deals, etc)

Add note
Adds a note to the selected module

Un-enroll cadence
Un-enrolles a record from the cadence

Add tags
Adds tags to the specified record

Add user
Adds a new user

Update module entry
Updates the specified module entry

Raise signal
Raises a signal to Zoho CRM

Update user
Updates the details of an existing user based on user ID

Clone module entry
Clones an existing module entry

Fetch account
Fetches an account by its name or unique ID

Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event
Fetches an event by its title or unique ID

Fetch lead
Fetches a lead by email address or unique ID

Fetch contact
Fetches a contact by email address, unique ID, or name

Fetch user
Fetches the details of an existing user by name or email address

Fetch email template
Fetches an email template by name

Fetch inventory template
Fetches an inventory template using ID

Cancel call
Cancels a event

Delete module entry
Deletes the specified entry

Fetch module entry
Fetches a module entry by the specified values

Fetch product
Fetches a product by its name or unique 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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >