Integrate Pipedrive with Billomat
Send information between Pipedrive and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your Billomat when a new deal is created in Pipedrive
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Billomat when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in Pipedrive
Pipedrive + Billomat
Generate an invoice in Billomat for newly closed deals in Pipedrive
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Billomat each time a deal is won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Billomat.
Generate an invoice in Billomat for newly closed deals in Pipedrive
Pipedrive + Billomat
Build your own integrations between Pipedrive and Billomat
Connect Pipedrive and Billomat with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note created
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Deal created
Triggers when a new deal is created
Product created
Triggers when a new product is created
Contact person created
Triggers when a new contact person is created
Note updated
Triggers when an existing note is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity updated
Triggers when any detail of an existing activity is updated
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Product updated
Triggers when any detail of an existing product is updated
Recurring invoice created
Triggers when a new recurring invoice is created
Invoice payment received
Triggers when a new invoice payment is received
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is created
Contact created
Triggers when a new contact is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Supplier created
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create note
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Create activity
Creates a new activity
Create product
Creates a new project
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch contact person
Fetches the details of an existing contact person
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch activity
Fetches the details of an existing user activity
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create recurring invoice
Creates a new recurring invoice
Fetch client
Fetches the details of an existing client
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
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