Integrate Billy with Streak
Send information between Billy and Streak automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Billy and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is added
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
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Contact updated
Triggers when the details of a contact is updated in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
Organization created
Triggers when a new organization is created
Box created
Triggers when a new box is created in the selected pipeline
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Box pipeline changed
Triggers when a box is moved between pipelines
Contact added
Triggers when a new contact is created in the selected team
All Actions - Actions are the automated tasks
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.
Add contact to box
Adds a contact to the specified box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Create organization
Creates a new organization
Create new box
Creates a new box
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Fetch contact
Fetches the details of an existing contact by key or email
Create comment
Creates a new comment
Fetch box
Fetches the details of the specified box
Fetch task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
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.
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
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