Integrate Agile CRM with Billomat
Send information between Agile CRM and Billomat automatically, without writing any code, using Zoho Flow.
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Create an estimate in your Billomat when a new deal is created in Agile CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in Agile CRM
Agile CRM + Billomat
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Supported triggers and actions
Integrate Agile CRM and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Supplier created
Triggers when a new supplier is created
Invoice payment received
Triggers when a new invoice payment is received
Recurring invoice created
Triggers when a new recurring invoice is created
Client added
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Contact
Creates a new contact
Create Company
Creates a new company
Add note to deal
Adds a note to an existing deal
Create Event
Creates a new event
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Deal
Creates a new deal
Add note to contact
Adds a note to an existing contact
Update Task
Updates the details of an existing Task based on task ID
Update Company
Updates the details of an existing Company based on company ID
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create recurring invoice
Creates a new recurring invoice
Fetch client
Fetches the details of an existing client
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.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
Similar apps
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Custom functions
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Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
