Billit.io and Salesflare

How to connect Billit.io

What you can automate

  • When new Customer in Billit.io, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in Billit.io, create opportunity, then find or create contact in Salesflare.
  • When new Payment in Billit.io, create opportunity, then find or create contact in Salesflare.
  • When new Purchase in Billit.io, create opportunity, then find or create contact in Salesflare.
  • When updated Invoice in Billit.io, create opportunity, then find or create contact in Salesflare.

About Billit.io

Access your billit.io account, be notified about your invoices, customers or payments.

Billit.io operations on Zapier

Triggers (8)

Start a workflow when this happens

  • Deleted Payment — Triggers when a payment is deleted.
  • Invoice Canceled — Triggers when an invoice is canceled.
  • Invoice Deleted — Triggers when an invoice is deleted permantly.
  • New Customer — Triggers when a new customer is created.
  • New Invoice — Triggers when a new invoice is created.
Show 3 more triggers
  • New Payment — Triggers when a new payment is created.
  • New Purchase — Triggers when a new purchase is created.
  • Updated Invoice — Triggers when an invoice is updated.

Actions (3)

Things Salesflare can make it do

  • Create Customer — Creates a customer.
  • Create OCP Link — Creates an OCP link.
  • Create a Product/Service — Creates a product/service to billit.io account.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free