Integrate OnePageCRM with Billy
Send information between OnePageCRM and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for recently won deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Billy each time a deal is won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in Billy for recently won deals in OnePageCRM
OnePageCRM + Billy
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Supported triggers and actions
Integrate OnePageCRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
Bill created
Triggers when a new bill is created
Transaction created
Triggers when a new transaction is created
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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 contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Update product
Updates the details of an existing product
Update bill
Updates the details of an existing bill
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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Learn more >Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
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Business Controller & Process Transformation Manager, QPayPro
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.
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Senior Project Manager, Syncify
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Master Liveaboards
