Integrate Onpipeline with FastBill
Send information between Onpipeline and FastBill automatically, without writing any code, using Zoho Flow.
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Create an estimate in FastBill for every new deal created in your Onpipeline
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in FastBill.
Create an estimate in FastBill for every new deal created in your Onpipeline
Onpipeline + FastBill
Create an invoice in FastBill for newly acquired deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in FastBill for every finalised deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in FastBill.
Create an invoice in FastBill for newly acquired deals in Onpipeline
Onpipeline + FastBill
Build your own integrations between Onpipeline and FastBill
Connect Onpipeline and FastBill with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal 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
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
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.
Similar apps
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