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Create business workflows for Easybill without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Easybill workflows

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Add subscription in Mailigen for new customer in easybill

Customers that have transacted with you may also want to be on your mailing list. Use this flow to add new customers from Easybill to your email list in Mailigen. Of course, only do this after confirming that they actually want to be on your list.

How it works
1. A new customer is added to Easybill.
2. Zoho Flow automatically adds a subscription in Mailigen for the new customer.
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Add subscription in Mailigen for new customer in easybill

Easybill + Mailigen

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Add prospects in Outreach for new customers in easybill

Use this flow when you want to get in touch with customers who've transacted with you previously. Every time there’s a new customer in easybill, the customer is also added as a prospect in Outreach.

How it works
1. A customer is created in easybill.
2. Zoho Flow automatically adds the customer as a prospect in Outreach.
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Add prospects in Outreach for new customers in easybill

Easybill + Outreach

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Send email via Zoho Mail for new document in easybill

Automatically receive email notifications when new invoicing documents are created. This flow sends an email notification via Zoho Mail every time a new document is created in easybill.

How it works
1. A new document is added to easybill.
2. Zoho Flow automatically sends an email via Zoho Mail about the document being added.
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Send email via Zoho Mail for new document in easybill

Easybill + Zoho Mail

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Build your own Easybill integrations

Connect Easybill with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Easybill workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

Updated customer

Triggers when the details of an existing customer are updated

New document

Triggers when a new document is created

New customer

Triggers when a new customer is created

Updated contact

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create document

Creates a new document

Create customer

Creates a new customer

Update contact

Updates the details of an existing contact

Fetch customer

Fetches the details of an existing customer by email address, company name, or last name

Fetch contact

Fetches the details of an existing contact for a customer by first name, last name, or email address

What is Easybill?

EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.

Accounting

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Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Network with us  

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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