Why you should automate with BILL

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 integration with the following triggers and actions.

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

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
Update record
Update object in BILL

Any other action you can think up

Let us tailor your BILL integrations

The wonders of Workato

Easily set up as many intelligent automations you need.

1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato

About BILL 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

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>.