Billbooks connector for Okou
Connect Billbooks to review invoices, estimates, clients, items, expenses, and reference data through its read-only public API.
Sales & operations · API Key
Use Billbooks in Okou
Billbooks public API for reading invoices, estimates, clients, items, expenses, taxes, expense categories, and the current organization.
Once connected, supported Billbooks actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Billbooks
- Read the current API key and its Billbooks organization.
- Read organization clients and their searchable fields.
- Read the organization item catalog and searchable fields.
- Read organization expenses and supported filters.
- Read invoice summaries or one invoice with line items.
- Read Billbooks estimates and their line items.
- Read taxes and expense categories used by Billbooks records.
How the Billbooks connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Billbooks
Choose API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Billbooks securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Billbooks covers
The topics this connector's published operations touch.
- invoicing
- billing
- estimates
- expenses
- clients
Billbooks connector questions
- What can Okou do with Billbooks?
- Connect Billbooks to review invoices, estimates, clients, items, expenses, and reference data through its read-only public API. Documented actions include: Read the current API key and its Billbooks organization. Read organization clients and their searchable fields.
- How do I connect Billbooks to Okou?
- Connect Billbooks using API Key. The connection controls which supported actions a workflow can use.
- Can Billbooks run in an automated workflow?
- Yes. After it is connected, supported Billbooks actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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