Integrate Bill.com
Integrate Zoho

Integrate Bill.com with Zoho CRM

Get your Bill.com account connected with Zoho CRM and save valuable time by automating your workflow.

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Integrate Bill.com

What is Bill.com?

Bill.com is an on-demand accounts payable application for CPAs and small and midsized businesses. Bill.com users can receive, route and pay invoices electronically — they never have to touch a paper bill again — resulting in time and cost savings to finance personnel of over 50% versus manual accounts payable and check writing processes. Invoices are emailed, scanned or faxed into the Bill.com service. Digital images of invoices are then routed electronically for approval, ensuring a complete audit trail and eliminating lost or mishandled paper. Users can access digitized supporting documents such as current and past bill images, cleared check images and contracts, at every step in the process, from anywhere, at any time, over the Internet.

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Integrate Zoho

What is Zoho CRM?

A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one. Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.

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What does it do?

For all products created or updated in Zoho CRM, I want:

To create the item in Bill.com

When a sales invoice is created in Zoho CRM, I want:

To create an invoice in Bill.com

Additionally:


  • Create the customer

  • Create the associated products


When a customer is created or updated in Bill.com, I want:

To create or update the contact in Zoho CRM

When a vendor is created or updated in Bill.com, I want:

To create or update the vendor in Zoho CRM

For all items created or updated in Bill.com, I want:

To create the products Zoho CRM

When an invoice is created in Bill.com, I want:

To create the Invoice in Zoho CRM

Additionally:


  • Create the account

  • Create the associated products


Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

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