Integrate Billbee with Agile CRM
Send information between Billbee and Agile CRM automatically, without writing any code, using Zoho Flow.
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Create a new deal in Agile CRM for every new order created in Billbee
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Agile CRM whenever a new order is created in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Agile CRM.
Create a new deal in Agile CRM for every new order created in Billbee
Billbee + Agile CRM
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Supported triggers and actions
Integrate Billbee and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
Customer created
Triggers when a new customer is created
Product created
Triggers when a new prodcut is created
Order created
Triggers when a new order is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create invoice
Creates an invoice for an existing order
Create product
Creates a new product
Create customer
Creates a new customer
Create order
Creates a new order
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Update customer address
Updates the details of an existing customer address
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Deal
Creates a new deal
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
Similar apps
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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 >Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Alebat Education
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Hanoi School of Business and Management
