Billit + SmartSuite integrations
Create new Billit customers from updated records in SmartSuite
Keep your Billit records in sync with SmartSuite using this workflow. As you make changes to records in SmartSuite, the corresponding records in Billit get updated. This process ensures accurate customer information across both platforms, eliminating manual data transfers and fostering efficient business operations. Enjoy a hassle-free data flow between these important business applications.
- When this happens...Update RecordTriggers when record is updated.
- automatically do this!Create CustomerThis action will create a customer in Billit
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More things you can do with SmartSuite and Billit
Discover other triggers and actions you can use with SmartSuite and Billit
- SolutionRequired
- TableRequired
Try ItTriggerInstant- SolutionRequired
- TableRequired
ActionWrite- SolutionRequired
ActionWrite- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
ActionWrite
- SolutionRequired
- TableRequired
Try ItTriggerInstant- SolutionRequired
ActionWrite- SolutionRequired
- TableRequired
- RecordRequired
ActionWrite- Customer NameRequired
- Customer Street NameRequired
- Customer address numberRequired
- Customer Box Number
- Customer ZipcodeRequired
- Customer CityRequired
- Customer Countrycode
- Customer IBANRequired
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Customer Email
- Customer Website
- Customer Contact
- Customer VAT Number
- Party Type
- VAT Liable
- Unit QuantityRequired
- Unit price exclRequired
- Unit DescriptionRequired
- Total Excl
- Total VAT
- VAT PrecentageRequired
- Order DateRequired
- Order TypeRequired
- Order DirectionRequired
- PaidRequired
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry DateRequired
- Invoice as DraftRequired
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
ActionWrite
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