Rillet Integrations

Name: Zapier
Availability: InStock

Beta

Accounting

Put Rillet to work with AI and enterprise-grade automation

Automate smarter with Rillet and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

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Full audit trails and controls
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Or pick an app to pair with

Google Sheets

Google, Spreadsheets

Docusign

AI Document Extraction, Signatures

Notion

Task Management

Airtable

Databases

Trello

Project Management

Salesforce

CRM (Customer Relationship Management)

Asana

Project Management

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Docusign

AI Document Extraction, Signatures

Notion

Task Management

Airtable

Databases

Trello

Project Management

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Docusign

AI Document Extraction, Signatures

Notion

Task Management

Airtable

Databases

Trello

Project Management

Salesforce

CRM (Customer Relationship Management)

Asana

Project Management

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Rillet customers and notify Slack channels for won Salesforce opportunities
Premium
Details
Try it
Salesforce + Rillet + Slack
Create Rillet customers and send Teams notifications for updated HubSpot deal stages
Details
Try it
HubSpot + Rillet + Microsoft Teams
Create Rillet customers and send Gmail emails for new Stripe customers
Details
Try it
Stripe + Rillet + Gmail
Create Rillet customers and send Gmail emails for new Salesforce contacts
Premium
Details
Try it
Salesforce + Rillet + Gmail
Create Asana tasks for new Rillet invoices
Details
Try it
Rillet + Asana
Create Trello cards for new Rillet contracts
Details
Try it
Rillet + Trello

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Details

Try it

Salesforce + Rillet + Slack

Create Rillet customers and send Teams notifications for updated HubSpot deal stages

Details

Try it

HubSpot + Rillet + Microsoft Teams

Create Rillet customers and send Gmail emails for new Stripe customers

Details

Try it

Stripe + Rillet + Gmail

Create Rillet customers and send Gmail emails for new Salesforce contacts

Details

Try it

Salesforce + Rillet + Gmail

Create Asana tasks for new Rillet invoices

Details

Try it

Rillet + Asana

Create Trello cards for new Rillet contracts

Details

Try it

Rillet + Trello

Create ClickUp tasks for new Rillet invoices

Details

Try it

Rillet + ClickUp

Add new Rillet customers to a Notion database

Details

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Rillet + Notion

Create Rillet contracts for completed DocuSign envelopes

Details

Try it

Docusign + Rillet

Create Rillet contracts for completed PandaDoc documents

Details

Try it

PandaDoc + Rillet

Create Rillet contracts for signed Proposify proposals

Details

Try it

Proposify + Rillet

Create Rillet contracts and invoices for completed DocuSign envelopes

Details

Try it

Docusign + Rillet

Create ClickUp tasks for new Rillet invoices
Details
Try it
Rillet + ClickUp
Add new Rillet customers to a Notion database
Details
Try it
Rillet + Notion
Create Rillet contracts for completed DocuSign envelopes
Details
Try it
Docusign + Rillet
Create Rillet contracts for completed PandaDoc documents
Details
Try it
PandaDoc + Rillet
Create Rillet contracts for signed Proposify proposals
Details
Try it
Proposify + Rillet
Create Rillet contracts and invoices for completed DocuSign envelopes
Details
Try it
Docusign + Rillet

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Subsidiary
Trigger
Polling
Try It
- Subsidiary
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created in Rillet.
Trigger
Polling
Try It
- Customer
  Required
- Subsidiary
- Contract Name
- Start Date
- Close date
  Required
- Invoicing interval
  Required
- Invoicing day of month
  Required
- Payment terms (net days)
  Required
- Include usage & minimum commitment invoicing config
- Product
  Required
- Quantity
  Required
- Price type
  Required
- Price amount
  Required
- Price currency
  Required
- Price interval (months)
  Required
- Revenue pattern
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write

- Name
  Required
- Description
- Price Amount
- Price Currency
Action
Write
- Contract Item ID
  Required
- Quantity
  Required
- Timestamp
Action
Write

- Customer
  Required
- Name
- Email
- Phone
Action
Write
- Customer
- Status
Action
Search
- Customer
- Status
- Subsidiary
Action
Search
- Name
Action
Search

- Subsidiary
Trigger
Polling
Try It
- Subsidiary
- Status
Trigger
Polling
Try It
- Vendor
  Required
- Subsidiary
- Issue Date
  Required
- Due Date
  Required
- Expense Number
  Required
- Account
  Required
- Description
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
Action
Write
- Invoice
  Required
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Phone
Action
Write
- Contract
  Required
- Contract Name
- Status
- End Date
Action
Write
- Invoice
  Required
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Status
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
- Email
- Subsidiary
Action
Search
- Name
Action
Search

Rillet Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Rillet

Rillet is an AI-native ERP app that delivers automation, speed, and scale for mid-market and enterprise finance teams.

HelpHelp

Related categories

Accounting

Rillet Integrations

Put Rillet to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Create Rillet customers and send Teams notifications for updated HubSpot deal stages

Create Rillet customers and send Gmail emails for new Stripe customers

Create Rillet customers and send Gmail emails for new Salesforce contacts

Create Asana tasks for new Rillet invoices

Create Trello cards for new Rillet contracts

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Create Rillet customers and send Teams notifications for updated HubSpot deal stages

Create Rillet customers and send Gmail emails for new Stripe customers

Create Rillet customers and send Gmail emails for new Salesforce contacts

Create Asana tasks for new Rillet invoices

Create Trello cards for new Rillet contracts

Create ClickUp tasks for new Rillet invoices

Add new Rillet customers to a Notion database

Create Rillet contracts for completed DocuSign envelopes

Create Rillet contracts for completed PandaDoc documents

Create Rillet contracts for signed Proposify proposals

Create Rillet contracts and invoices for completed DocuSign envelopes

Create ClickUp tasks for new Rillet invoices

Add new Rillet customers to a Notion database

Create Rillet contracts for completed DocuSign envelopes

Create Rillet contracts for completed PandaDoc documents

Create Rillet contracts for signed Proposify proposals

Create Rillet contracts and invoices for completed DocuSign envelopes

Supported triggers and actions

Rillet Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Rillet Integrations

Popular Rillet Integrations

Rillet Integrations

Put Rillet to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Create Rillet customers and send Teams notifications for updated HubSpot deal stages

Create Rillet customers and send Gmail emails for new Stripe customers

Create Rillet customers and send Gmail emails for new Salesforce contacts

Create Asana tasks for new Rillet invoices

Create Trello cards for new Rillet contracts

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Create Rillet customers and send Teams notifications for updated HubSpot deal stages

Create Rillet customers and send Gmail emails for new Stripe customers

Create Rillet customers and send Gmail emails for new Salesforce contacts

Create Asana tasks for new Rillet invoices

Create Trello cards for new Rillet contracts

Create ClickUp tasks for new Rillet invoices

Add new Rillet customers to a Notion database

Create Rillet contracts for completed DocuSign envelopes

Create Rillet contracts for completed PandaDoc documents

Create Rillet contracts for signed Proposify proposals

Create Rillet contracts and invoices for completed DocuSign envelopes

Create ClickUp tasks for new Rillet invoices

Add new Rillet customers to a Notion database

Create Rillet contracts for completed DocuSign envelopes

Create Rillet contracts for completed PandaDoc documents

Create Rillet contracts for signed Proposify proposals

Create Rillet contracts and invoices for completed DocuSign envelopes

Rillet Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Rillet Integrations

Popular Rillet Integrations

Connect Your App Accounts to Zapier