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How Zapier works
Zapier makes it easy to integrate Odoo CRM with Billit - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Customer" in Billit.
You’re connected!
Zapier seamlessly connects Odoo CRM and Billit, automating your workflow.
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.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
ActionWrite- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
ActionWrite- VAT NumberRequired
- First Name
- Last name
- Client IBAN
- Email
ActionWrite
- Create Lead
Creates a lead.
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- Customer VATRequired
- Product IDRequired
- Product QuantityRequired
- Invoice DateRequired
- Invoice TypeRequired
ActionWrite- Time FormatRequired
- Customer Type
- Project NameRequired
- Customer Vat/NameRequired
- QuantityRequired
- ProductRequired
ActionWrite
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Connect Odoo CRM and Billit to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Odoo CRM + Billit integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Billit
What is needed to set up an integration between Odoo CRM and Billit?
To set up the integration, you need active accounts on both Odoo CRM and Billit. Additionally, ensure you have access to our platform where you can configure triggers and actions specific to your business process.
Can I trigger an action in Billit by updating a contact in Odoo CRM?
Yes, you can set a trigger in our platform such that every time a contact is updated in Odoo CRM, a corresponding action like updating or creating an invoice can be triggered in Billit.
Is it possible to generate invoices automatically in Billit from sales orders in Odoo CRM?
Absolutely. With our system, you can configure a trigger that automatically generates an invoice in Billit whenever a sales order is confirmed in Odoo CRM.
How do we handle errors during the integration process?
Our platform provides detailed error logs if any action fails when triggered. You have the ability to review these logs and take corrective measures swiftly.
Can I customize what data gets transferred between Odoo CRM and Billit?
Yes, customization options are available. When setting up triggers and actions, you can specify exactly which fields and data points should be transferred during each interaction.
What types of actions can be performed on Billit through integration with Odoo CRM?
Through our system, you can perform numerous actions such as creating or updating invoices, managing contacts, generating automatic reports, and more from triggers set up within Odoo CRM.
Are there predefined triggers or do we have to create them from scratch?
We offer a set of predefined triggers for common scenarios which you can use directly or modify according to your needs. Additionally, creating custom triggers is also supported for unique workflows.
