What you can automate

When new Client in Billed, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Estimate in Billed, create opportunity in Salesflare.

When new Invoice in Billed, create opportunity, then find or create contact in Salesflare.

When new Payment in Billed, create opportunity, then find or create contact in Salesflare.

When new Task in Billed, create task in Salesflare.

When new Opportunity in Salesflare, create an Estimate in Billed.

About Billed

Online Invoicing Made Easy. With our clean, simple design, creating an invoice couldn’t be easier. Choose from our ready-made templates or start with a blank canvas to create something unique.

Billed operations on Zapier

Triggers (28)

Start a workflow when this happens

Delete Client — Triggers when a client is deleted.
Delete Estimate — Triggers when an estimate is deleted.
Delete Expense — Triggers when an expense is deleted.
Delete Invoice — Triggers when an invoice is deleted.
Delete Item — Triggers when an item is deleted.

Show 23 more triggers

Delete Payment — Triggers when a payment is deleted.
Delete Project — Triggers when a project is deleted.
Delete Task — Triggers when a task is deleted.
Delete Timelog — Triggers when a timelog is deleted.
Edit Client — Triggers when a client is edited.
Edit Estimate — Triggers when an estimate is edited.
Edit Expense — Triggers when an expense is edited.
Edit Invoice — Triggers when an invoice is edited.
Edit Item — Triggers when an item is updated.
Edit Payment — Triggers when a payment is updated.
Edit Project — Triggers when a project is edited.
Edit Task — Triggers when a task is edited.
Edit Timelog — Triggers when a timelog is edited.
New Client — Triggers when a new client is created.
New Estimate — Triggers when an estimate is created.
New Expense — Triggers when an expense is created.
New Expense Category — Triggers when a expense category is created.
New Invoice — Triggers when an invoice is created.
New Item — Triggers when a new item is created.
New Payment — Triggers when a payment is created.
New Project — Triggers when a project is created.
New Task — Triggers when a task is created.
New Timelog — Triggers when a timelog is created.

Actions (28)

Things Salesflare can make it do

Create a Client — This will creates a new client
Create a Payment — This will creates a payment record
Create a Project — This will creates a new project
Create a Task — This will creates a task
Create an Estimate — This will creates an estimate

Show 23 more actions

Create an Expense — This will creates an expense record.
Create an Invoice — this will create an invoice
Create an Item — This action will create an item
Delete a Client — This will deletes a client
Delete a Payment — This will deletes a recorded payment
Delete a Project — This will deletes the project
Delete a Task — This will delete a task
Delete a Timelog — This will deletes a timelog
Delete an Estimate — This will deletes the estimate
Delete an Expense — This will delete an existing expense
Delete an Invoice — This will deletes an invoice
Delete an Item — This will deletes an item
Start Timer — This will starts logging the time
Stop a Timer — This will stops the running timer
Update Timer — This will update the existing logged record
Update a Client — This will updates client
Update a Payment — Updates a payment
Update a Project — This will updates a project
Update a Task — This will Update task
Update an Estimate — This will update estimate
Update an Expense — This will updates expense
Update an Invoice — This will update the invoice
Update an Item — This will updates an item

Billed and Salesflare

How to connect Billed

What you can automate

About Billed

Billed operations on Zapier

Triggers (28)

Actions (28)

Similar apps

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