Integrate Cloze with Billbee
Send information between Cloze and Billbee automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and Billbee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed.
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Customer created
Triggers when a new customer is created
Product created
Triggers when a new prodcut is created
Order created
Triggers when a new order is created
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
All Actions - Actions are the automated tasks
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a project
Creates or updates a project
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
Create ToDo
Creates a new ToDo
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create invoice
Creates an invoice for an existing order
Create product
Creates a new product
Create customer
Creates a new customer
Create order
Creates a new order
Update customer address
Updates the details of an existing customer address
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
What is Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
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.
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