Integrate Zendesk Sell with Billomat

Send information between Zendesk Sell and Billomat automatically, without writing any code, using Zoho Flow.

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Create an estimate in Billomat for every new deal created in your Zendesk Sell

Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Zendesk Sell.

How it works
  1. The flow triggers when a new deal is created in Zendesk Sell.
  2. Zoho Flow creates a new estimate in Billomat.
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Create an estimate in Billomat for every new deal created in your Zendesk Sell

Zendesk Sell + Billomat

Build your own integrations between Zendesk Sell and Billomat

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Supported triggers and actions

Integrate Zendesk Sell and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

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 contact

Creates a new contact

Create deal

Create a new deal

Create lead

Creates a new lead

Create task

Create a new task

Create task

Create a new task

Update deal

Updates the details of an existing deal by ID

Update lead

Updates the details of an existing lead by ID

Fetch lead

Fetch the details of the existing lead by email address

Fetch user

Fetch the details of the existing user by email address

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 Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.

Luis Carlos Palacios Moreno

Deputy 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, Lakeside CNC Group

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, SHARC Energy

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