

Integrate Billbee with Agile CRM
Send information between Billbee and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new deal in Agile CRM for every new order created in Billbee
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Agile CRM whenever a new order is created in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Agile CRM.


Create a new deal in Agile CRM for every new order created in Billbee
Billbee + Agile CRM

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Supported triggers and actions
Integrate Billbee and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Product created
Triggers when a new prodcut is created

Customer created
Triggers when a new customer is created

Invoice created
Triggers when a new invoice is created

Order created
Triggers when a new order is created

Shipment created
Triggers when an order is shipped

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks

Create product
Creates a new product

Create invoice
Creates an invoice for an existing order

Create order
Creates a new order

Create customer
Creates a new customer

Update order status
Updates the status of an existing order

Update customer address
Updates the details of an existing customer address

Update customer
Updates the details of an existing customer

Fetch customer
Fetches the details of an existing customer by customer number

Fetch order
Fetches the details of an existing order using query

Create Ticket
Creates a new ticket

Create Contact
Creates a new contact

Create Company
Creates a new company

Create Task
Creates a task for the selected contact

Create Event
Creates a new event

Create Deal
Creates a new deal
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
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.
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