Bill.com integrations and automations
Why you should automate with Bill.com
Streamline order to cash
Why these integrations and automations matter:
Generate invoicesOnce 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.
Manage exceptionsIntegrate 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.
When this happens…
- New recordNew object in Bill.com
- New/updated recordNew/updated object in Bill.com
Any other trigger you can think up
- Custom actionCustom action in Bill.com (Custom)
- Add line to invoiceAdd line item to invoice in Bill.com
- Create recordCreate object in Bill.com
- Delete recordDelete object in Bill.com
- Get disbursement dataGet disbursement data in Bill.com
- Get record details by IDGet object by ID in Bill.com
- Search recordSearch object in Bill.com
- Update recordUpdate object in Bill.com
Any other action you can think up
Let us tailor your Bill.com integrations
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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>.