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
Shipment created
Triggers when an order is shipped
Customer created
Triggers when a new customer is created
Order created
Triggers when a new order is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new prodcut is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create product
Creates a new product
Create invoice
Creates an invoice for an existing order
Create order
Creates a new order
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 Contact
Creates a new contact
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
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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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
