Integrate Billbee with Clientify
Send information between Billbee and Clientify automatically, without writing any code, using Zoho Flow.
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A new deal in Clientify whenever a new order is created in Billbee
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Clientify 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 Clientify.
A new deal in Clientify whenever a new order is created in Billbee
Billbee + Clientify
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Supported triggers and actions
Integrate Billbee and Clientify 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
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using 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.
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What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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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
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
