BILL and Freshsales との統合と自動化

BILL and Freshsalesを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

BILL
  • New record
    New object in BILL
  • New/updated record
    New/updated object in BILL

    • Any other trigger you can think up

Freshsales
  • New record
    New record in Freshsales
  • New/updated record
    New/updated record in Freshsales

    • Any other trigger you can think up

Actions

Do this…

BILL
  • Custom action
    Custom action in BILL (Custom)
  • Add line to invoice
    Add line item to invoice in BILL
  • Create record
    Create object in BILL
  • Delete record
    Delete object in BILL
  • Get disbursement data
    Get disbursement data in BILL
  • Get record details by ID
    Get object by ID in BILL
  • Search record Batch
    Search object in BILL
  • Send invoice
    Send an invoice to a customer in BILL
  • Update record
    Update object in BILL

    • 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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新

Let’s start automating

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