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Billtobox offers the possibility to connect your account with different ERP and CRM partners.

In the list of partners, click on Discover more to read how to connect to the partner.

Click on Get started now.

Go through the necessary steps (which are explained when clicking on Discover more) to activate the connection with the partner.

1. Go to the Marketplace. 
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2. In the list of partners, click on Discover more to read how to connect to the partner. 
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3. Click on Get started now. 
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4. Go through the necessary steps (which are explained when clicking on Discover more) to activate the connection with the partner.

Connecting your third-party ERP & CRM software to Billtobox through Marketplace

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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