4.9

Bill.com integrations and automations

Why you should automate with Bill.com

Streamline order to cash
  • Streamline order to cash
  • Sync client data
  • Speed up purchase orders
  • Let support see payment data

  • Why these integrations and automations matter:

    Fully align your O2C process by integrating Bill.com with your CRM and ERP. Speed up payment processing, get rid of errors and duplicate payments, and add flexibility to O2C.

  • Generate invoices

    Once you close a deal, your team needs to move fast to create and deliver the invoice. Integrate Bill.com with a CRM like Salesforce or Zendesk to immediately add new clients and generate invoices in Bill.com, using account details from your CRM. The invoice ID can then be added to the client’s account in your CRM.

  • Process bills

    Prevent processing delays and duplicate payments by integrating Bill.com with an ERP like NetSuite or SAP ERP to streamline invoice fulfillment.

  • Manage exceptions

    Integrate Bill.com with a communication platform like Slack or Microsoft Teams to manage invoice exceptions in chat. For example, Workbot (our platform bot) can notify you when a billing error prevents an invoice from going through

Do everything in one place

Customize your Bill.com integration with the following triggers and actions.

Triggers

When this happens…

Bill.com
  • New record
    New object in Bill.com
  • New/updated record
    New/updated object in Bill.com

    • Any other trigger you can think up

Actions

Do this…

Bill.com
  • Custom action
    Custom action in Bill.com (Custom)
  • Add line to invoice
    Add line item to invoice in Bill.com
  • Create record
    Create object in Bill.com
  • Delete record
    Delete object in Bill.com
  • Get disbursement data
    Get disbursement data in Bill.com
  • Get record details by ID
    Get object by ID in Bill.com
  • Search record
    Search object in Bill.com
  • Update record
    Update object in Bill.com

    • Any other action you can think up

Let us tailor your Bill.com integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
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Do it yourself, faster
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Connect Bill.com with over 1000+ apps

Related Solutions & Content

About Bill.com Integrations

Many businesses still depend on paper processes like checks to send, receive, and pay bills. An online platform can simplify your back-office financials and prevent mistakes and lost invoices.

Bill.com is a cloud-based software that helps you digitize and simplify your back-office finances. It lets you easily create and pay your bills, send invoices, or get paid if you’re the vendor.

Want to do even more with Bill.com? With Workato, you can integrate Bill.com with any app to automate the billing process across your business. Schedule a demo to see what’s possible with Workato.

How you can integrate Bill.com

  • Manage the accounts payable process from end to end.
  • Set up approval workflows to control payables and avoid fraud.
  • Pay your bills easily with <a href='https://en.wikipedia.org/wiki/Automated_clearing_house'>ACH</a>.
  • Blog Article

    3 automations that can help optimize your quote-to-cash process

    3 automations that can help optimize your quote-to-cash process
  • Blog Article

    How Business Systems Pros Can Revolutionize Order-to-Cash

    How Business Systems Pros Can Revolutionize Order-to-Cash
  • Solution

    Sales Automation

    Sales Automation
  • Integrations

    Bill.com & Salesforce Integrations

    Bill.com & Salesforce Integrations
  • Integrations

    Bill.com & Sage Live Integrations

    Bill.com & Sage Live Integrations

Let’s start automating

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