Integrate Highrise with FastBill
Send information between Highrise and FastBill automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FastBill when a new deal is created in Highrise
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will create an estimate in your FastBill when a new deal is created in Highrise.
How it works
- The flow triggers when a new deal is created in Highrise.
- Zoho Flow creates a new estimate in FastBill.
Create an estimate in your FastBill when a new deal is created in Highrise
Highrise + FastBill
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Supported triggers and actions
Integrate Highrise and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New tag
Triggers when a new tag is created
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New case
Triggers when a new case is created
New task category
Triggers when a new task category is created
New deal category
Triggers when a new deal category is created
New custom fields
Triggers when a new custom field is created
New group
Triggers when a new group is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project is created
Revenue created
Triggers when a new revenue is created
Customer updated
Triggers when the details of an existing customer are updated
Template created
Triggers when a new template is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Time created
Triggers when a new time is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is created
Customer created
Triggers when a new customer is created
Estimate updated
Triggers when the details of an existing estimate are updated
Expense created
Triggers when a new expense is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Create case
Creates a new case
Create task for contact
Creates a new task for the selected contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Fetch company
Fetches a company by name
Create deal for contact
Creates a new deal for the selected contact
Create deal
Creates a new deal
Create task
Creates a new task
Create note for contact
Creates a note for the selected contact
Invoice paid
Marks an invoice as paid
Create project
Creates a new project
Cancel invoice
Cancels an invoice
Create time
Creates a new time
Create recurring invoice
Creates a new recurring invoice
Create expense
Creates a new expense
Create revenue
Creates a new revenue
Complete invoice
Completes an unfinished invoice
Create invoice
Creates a new invoice
Create product
Creates a new product
Create customer
Creates a new customer
Create contact
Creates a new contact
Create estimate
Creates a new estimate
Send invoice
Sends a completed invoice through email
Update customer
Updates the details of an existing customer
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update recurring invoice
Updates the details of an existing recurring invoice
Update time
Updates the details of an existing time
Update project
Update the details of an existing project
Update invoice
Updates the details of an existing invoice
Fetch contact
Fetches the details of an existing contact using ID
Fetch product
Fetches the details of an existing product using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch estimate
Fetches the details of an existing estimate using ID
Fetch project
Fetches the details of an existing project using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch expense
Fetches the details of an existing expense using ID
Fetch revenue
Fetches the details of an existing revenue using ID
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
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What is FastBill?
FastBill is an online accounting application for small businesses and entrepreneurs. It lets you create invoices and estimates, capture and archive receipts, analyze your financials, and hand over monthly reports to your accountant with just one click.
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