Do everything in one place

Customize your Bill.com and Freshsales 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 Batch
    Search object in Bill.com
  • Update record
    Update object in Bill.com
  • Any other action you can think up

Freshsales
  • Custom action
    Custom action in Freshsales (Custom)
  • Add contacts to marketing list
    Add contacts to marketing list in Freshsales
  • Create record
    Create record in Freshsales
  • Delete record
    Delete record in Freshsales
  • Get record details by ID
    Get details of specific record in Freshsales
  • Retrieve scheduled report
    Retrieve for scheduled report in Freshsales
  • List records
    List records in Freshsales
  • Lookup search
    Lookup search in Freshsales
  • Move contacts to marketing list
    Move contacts to marketing list in Freshsales
  • Remove contacts to marketing list
    Remove contacts to marketing list in Freshsales
  • Search records
    Search for records in Freshsales
  • Search records by query
    Search for records by query in Freshsales
  • Update record
    Update record in Freshsales
  • Upsert record
    Upsert record in Freshsales
  • Any other action you can think up

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