Integrate Billy with Customer.io

Send information between Billy and Customer.io automatically, without writing any code, using Zoho Flow.

Build your own integrations between Billy and Customer.io

Connect Billy and Customer.io with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Billy and Customer.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction is created

Product created

Triggers when a new product is added

Bill created

Triggers when a new bill is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create product

Creates a new product

Create bill

Creates a new bill

Create contact

Creates a new contact

Update invoice

Updates the details of an existing invoice

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Update bill

Updates the details of an existing bill

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

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 bill

Fetches the details of an existing bill using bill ID

Create or update customer

Creates a new customer. Updates if the customer already exists.

Create event

Creates a new event

Fetch newsletter metrics

Fetches metrics of the selected newsletter

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.

Accounting

What is Customer.io?

Customer.io is a marketing automation platform that lets you send drip campaigns and segment triggered emails. You can track conversions, design templates, and perform A/B testing easily.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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