Billit + Freshsales Suite

Create Billit customers from new Freshsales Suite contacts

Effortlessly maintain an organized customer database with this automation workflow. Whenever you add a new contact in Freshsales Suite, a customer will be created in Billit, saving you time and ensuring up-to-date records across both platforms. Streamline your customer management process and enhance efficiency with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create Customer
This action will create a customer in Billit
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- 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
Action
Write
- Customer VATRequired
- Product IDRequired
- Product QuantityRequired
- Invoice DateRequired
- Invoice TypeRequired
Action
Write
- Time FormatRequired
- Customer Type
- Project NameRequired
- Customer Vat/NameRequired
- QuantityRequired
- ProductRequired
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product NameRequired
- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product NameRequired
- ProductDescriptionRequired
- Price Excl. VAT
- VAT AmountRequired
- Groupname
- Amount Incl. VATRequired
- Stock QuantityRequired
- UnitRequired
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write
- VAT NumberRequired
- First Name
- Last name
- Client IBAN
- Email
Action
Write
- Product IDRequired
- ReferenceRequired
- DescriptionRequired
- Amount Excl BTWRequired
- VATRequired
- UnitRequired
- Group NameRequired
- Amount Incl BTWRequired
- Stock QuantityRequired
- Minimum Billed QuantityRequired
- Buy Price Excl BTWRequired
Action
Write
- Product NameRequired
Action
Search

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

Related categories

Accounting

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Billit + Freshsales Suite

Create Billit customers from new Freshsales Suite contacts

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

Create Invoice

Quick Invoice

Update or Add Invoice

Find Customer

Find or Create Product

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

Create Customer

Create Product

Create Supplier

Update Product

Find Product

About Billit

Related categories

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces