Connect Apollo and Easybill to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account Created
New Contact
Contact Is Updated
Choose an Action
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
Get Customer
Create Discount Position
Create Position
Delete Position
Get Position
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Get Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Get Customer (1)
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account Created
Runs when a new account is created in Apollo.
New Contact
Runs when a new contact is created in Apollo.
Contact Is Updated
Runs when an existing contact is updated.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Creates a new account in Apollo using the details you provide.
Create Contact
Creates a new contact in your team's Apollo account.
Create Deal
Creates a new deal in your Apollo account.
Create Task
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Update Account
Updates an existing Apollo account with the provided account details and owner.
Find Contacts
Search for contacts by name, job title, company, or email and return matching contact information.
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Step by step guides to integrate Apollo and Easybill
Frequently Asked Questions
To start, connect both your Apollo and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Easybill (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apollo and Easybill. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreAbout Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
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