Resources · Zapier integration

Billit Zapier integrationAutomate Billit with Zapier.

The Billit Zapier integration gives you 0 triggers, 7 actions and 2 searches. Billit cannot start a Zap on its own, but another app can, and Billit then creates customers, suppliers, products and invoices for you. It works on the free plan.

See the 9 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the Billit Zapier integration actually does

It lets Zapier write into your Billit account. When something happens in another app, a signed quote, a paid order, a new client, Zapier creates or updates the matching customer, product or invoice in Billit, so nobody types the same details twice. You set it up once.

The first thing to know: Billit has no trigger in Zapier. A Zap never starts from Billit, only from another tool that feeds it. Nothing on the Billit side, a paid invoice or a new customer, can set off an automation elsewhere.

Keep that in mind when you plan. Within that frame, three outcomes come up. An invoice drafted from an order: Find Product fetches the product ID and Quick Invoice builds the invoice from the client's VAT number and that ID. A clean contact base: Create Customer and Create Supplier add the people you bill and the people who bill you, straight from your CRM or your onboarding form. A catalog that stays current: Create Product adds a new item and Update Product rewrites its price or stock when your shop changes it.

Billit's invoice actions ask for a lot of required fields, and that shapes how you build. Our Zapier review and the n8n vs Zapier comparison help if you are still picking a tool.

Vocabulary

Zapier vocabulary in one minute

Eight words come back throughout this page. Here they are in plain terms.

Zap
The automation you build: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Billit has none, so another app plays this role.
Action
What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling trigger
A trigger Zapier checks on a timer. It asks the app for new items at a set interval and keeps only what it has not seen.
Instant trigger
A trigger the app reports by itself: it calls Zapier the moment the event happens, so nothing waits for a check.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found.
Cost

What a Billit Zap really costs

Zapier bills tasks, and a task is an action that succeeds. The trigger from the other app costs nothing, and neither do the checks Zapier runs while waiting for it.

  • Free plan100 tasks a month, unlimited Zaps
  • Zap size on freeTwo steps: one trigger, one action
  • TriggerComes from another app, never billed
  • Failed actionNot counted
  • Billit on ZapierNot a premium app

A Zap where a form response creates one Billit invoice costs one task per invoice. Put Find Product in front of Quick Invoice and you have two steps after the trigger: each one that succeeds is counted, and the search makes it a multi-step Zap that needs a paid plan, since the free plan stops at one trigger and one action. A failed action is not counted. Billit is not a premium app. It works on the free plan as long as the Zap stays at two steps.

Connect

Connect Billit to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Billit account linked to Zapier once, then reused by every Billit step in every Zap.

  2. 02

    Pick Billit and start the link

    Type Billit in the dialog, select it, then click Add connection. You need a Billit account of your own, plus access to any company data you do not own but want the Zap to write into.

  3. 03

    Sign in and grant access

    Sign in to Billit in the tab that opens and allow Zapier to use the account. Every Billit action and search you add afterwards reuses this one connection.

First Zap

Your first Billit Zap: a quick invoice for each new order

GoalEach order recorded in your shop becomes a Billit invoice for the right product and client, without retyping a line.

  1. 01

    Build: choose the trigger

    Start a new Zap and pick your shop or order tool as the trigger app, with its new-order event. Billit has no trigger, so the Zap always opens on another app.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent orders of the connected account, so you map fields from a real order rather than a blank one.

  3. 03

    Add Find Product

    Add Billit with Find Product and pass the product name from the order. It hands the product ID to the next step. This search makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add Quick Invoice

    Add Billit again with Quick Invoice. Map the client's VAT number, the product ID found above, the quantity, the invoice date and the type (Invoice or Offer).

  5. 05

    Test, then Publish

    Test each step and open Billit to check the invoice. Then click Publish to switch the Zap on. Orders placed before that moment are not invoiced.

Actions

Billit actions in Zapier

Billit gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Customer

Action

In Zapier“This action will create a customer in Billit”

Adds a new client record to Billit from details another app already holds, so the person exists before you bill them.

When to use it
a lead turns into a client in your CRM and should be ready for invoicing. Pair it with Find Customer if the same client could come through twice.
2

Create Invoice

Action

In Zapier“This action will create a new Order in Billit.”

Builds a full invoice from scratch, including the client's address and IBAN, the line, the VAT rate, the dates and whether it is paid. It is the most complete invoice action, and the heaviest to map.

When to use it
the client is not yet in Billit and every detail arrives from one form.
Watch out
set Invoice as Draft to yes while testing, so the test invoice stays a draft.
3

Create Product

Action

In Zapier“This action will create a new product in Billit.”

Puts a new item in your Billit catalog with its name, description, VAT, price including VAT, stock and unit.

When to use it
you add a service in your shop and want it billable in Billit straight away.
Watch out
all six of those fields are required; a missing stock quantity stops the step.
4

Quick Invoice

Action

In Zapier“This action wil create an invoice using the VAT Number of the client and Product ID”

Creates an invoice or an offer from just the client's VAT number and a product ID, plus quantity, date and type. Far lighter than Create Invoice.

When to use it
you sell catalog items to business clients already set up in Billit.
Watch out
the Product ID must already exist; use Find Product first.
5

Create Supplier

Action

In Zapier“This action will create a supplier in Billit”

Records a supplier, the side that sends you invoices, keyed on their VAT number.

When to use it
a new vendor fills in your onboarding form and should appear in your books.
Watch out
the VAT Number field is required, so collect it in the form upstream.
6

Update or Add Invoice

Action

In Zapier“This Action will update a existing invoice or create a new one.”

Changes an invoice that already exists, or creates one if it does not, tied to a project name. Suited to work billed in several passes.

When to use it
hours logged in your time tracker should pile up on the same project invoice.
Watch out
with a client name instead of a VAT number, the type has to be set to Private.
7

Update Product

Action

In Zapier“This action will update a product. We do suggest using the Get product action first and then using those values together with the updated values.”

Rewrites an existing product: price with and without VAT, purchase price, stock, group and more. Almost every field is required, so it replaces the whole record rather than one value.

When to use it
a price change in your shop should reach Billit.
Watch out
run Find Product first and reuse its values for the fields you are not changing.
Searches

Billit searches in Zapier

2 search steps look for data that already exists in Billit, so a later step can use it.

Billit searches sit at the bottom of the Action event list, under SEARCH. They fetch a customer or a product that already exists, so a later step can use its ID. Some action fields also offer + Add search step, which inserts a search just before and wires the result in. Three settings decide what happens when there is not exactly one match.

1

Find Customer

Search

In Zapier“This action wil return the customer information”

Returns the details of a client already in Billit, so the invoice step that follows points at the right person instead of creating a twin.

When to use it
before Update or Add Invoice, to confirm the client exists.
Watch out
decide what should happen when nobody matches, with the first setting above.
2

Find Product

SearchFind or create

In Zapier“This wil return product information”

Looks up a product by its name and hands back its information, including the ID that Quick Invoice and Update Product need. The editor also lists Find or Create Product: that is this same search with the create box ticked, not a separate operation.

When to use it
in front of any step that needs a product ID.
Watch out
Product Name is required.

The three settings every search exposes

  1. Successful if no search results are found?
    Left at its default, a search that finds nothing stops the Zap and skips the steps that depend on it. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking this box turns the search into a find-or-create: the setting above disappears and Zapier asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a Billit Zap breaks

Zapier attaches no Billit-specific help article and no documented rate limit to this app. What goes wrong comes from how Zaps work in general, and from Billit's long list of required fields.

Four situations explain most surprises. Spot them early and they cost nothing; if yours is something else, see Zapier troubleshooting.

  • Past orders are never invoiced

    A Zap only reacts to what happens after you publish it. Orders already in your shop stay as they are; invoicing that backlog is a separate job.

  • The Zap feeds itself

    If the trigger app watches a place your Zap also writes into, each run sets off the next one and the task count climbs fast. Keep source and destination apart.

  • A bulk import gets held back

    After importing hundreds of orders at once, the trigger app returns a huge batch. Zapier's flood protection can hold it back instead of invoicing every line.

  • The same order is not billed twice

    On a polling trigger, Zapier remembers what it has already seen, so one order does not start the Zap twice. That protects you from double invoices, not from a badly mapped one.
Need help

Need help automating Billit with Zapier?

A person reads every message.

FAQ

Billit Zapier integration: common questions

01Is the Billit Zapier integration free?
Yes, as long as the Zap stays at two steps. Billit is not a premium app, so the free plan accepts it, with 100 tasks a month and unlimited Zaps. The limit is the shape: one trigger from another app and one Billit action, nothing more. Add Find Product before Quick Invoice, a filter or a second action, and the Zap becomes multi-step, which needs a paid plan. Plan for that before you build.
02How many tasks does a Billit Zap use?
One task per action that succeeds, and nothing for the trigger. A Zap that turns each form response into one Billit customer costs one task per response. A Zap that runs Find Product and then Quick Invoice has two steps after the trigger, and each one that completes is counted on its own. An action that fails, for example because a required field arrived empty, is not counted against your plan.
03Can Billit start a Zap in real time?
No, because Billit has no trigger in Zapier at all. A Billit Zap always starts in another app, and the speed depends on that app's trigger. If it is an instant trigger, the app tells Zapier the moment the event happens, whatever your plan. If it is a polling trigger, Zapier checks on a timer: 15 minutes on Free, 2 minutes on Professional, 1 minute on Team and Enterprise. Pick the starting app with that in mind.
04What does it take to connect Billit to Zapier?
A Billit account you can sign in to, plus access to any company data you do not own but want the Zap to write into. The link goes through the Apps page of Zapier: click + Add connection, pick Billit, sign in in the tab that opens and grant access. After that, every Billit action and search reuses the connection. Have a product or two in Billit before testing invoice steps.
05Why does a Billit invoice step fail on a missing field?
Because Billit's invoice actions require many fields. Create Invoice asks for the client's name, street, number, zip code, city and IBAN, the quantity, unit price, description, VAT percentage, dates, type, direction, paid status and draft choice. If any of them arrives empty from the trigger, the step stops. Quick Invoice is much lighter: client VAT number, product ID, quantity, date and type, provided the product already exists. Check the trigger data before mapping.
06What if the Billit operation needed is not in Zapier?
Then the Zap cannot do it directly. Zapier lists 7 actions and 2 searches for Billit and no trigger, so nothing on the Billit side, a paid invoice for instance, can start a Zap. Chaining what exists sometimes helps, such as Find Product then Update Product. When the gap is central, another automation tool or a direct API approach may fit better, depending on who will maintain the flow. Check the list before you commit.
07Zapier, Make or n8n for Billit?
It depends on your criteria, not on a winner. On Zapier, Billit is not a premium app and runs on the free plan, but it has no trigger, so every Zap starts in another app, and as soon as an invoice flow needs a search or a filter, it needs a paid plan. The catalogue is 7 actions and 2 searches, so check first that the operation you need is there. Then weigh the number of steps, the effort of mapping Billit's many required fields, and which tool your team already runs.
Same platform

Other docs you might need on this stack.

Browse all integrations