Billit + SmartSuite
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.
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 Record
Triggers when record is updated.
- automatically do this!Create Customer
This action will create a customer in Billit
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SolutionRequired
TableRequired
Try ItSolutionRequired
TableRequired
SolutionRequired
VAT Number
Name
First name
Last name
Client IBAN
Email
SolutionRequired
TableRequired
Try ItSolutionRequired
SolutionRequired
TableRequired
RecordRequired
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