Integrate Agile CRM with FastBill

Send information between Agile CRM and FastBill automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create an estimate in your FastBill when a new deal is created in Agile CRM

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your FastBill when a new deal is created in Agile CRM.

How it works
  1. The flow triggers when a new deal is created in Agile CRM.
  2. Zoho Flow creates a new estimate in FastBill.
+

Create an estimate in your FastBill when a new deal is created in Agile CRM

Agile CRM + FastBill

Build your own integrations between Agile CRM and FastBill

Connect Agile CRM and FastBill with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and FastBill using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

Customer updated

Triggers when the details of an existing customer are updated

Project created

Triggers when a new project is created

Revenue created

Triggers when a new revenue is created

Template created

Triggers when a new template is created

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new product is created

Contact updated

Triggers when the details of an existing contact are updated

Time created

Triggers when a new time is created

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Customer created

Triggers when a new customer is created

Estimate updated

Triggers when the details of an existing estimate are updated

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

Create invoice

Creates a new invoice

Create product

Creates a new product

Complete invoice

Completes an unfinished invoice

Create estimate

Creates a new estimate

Send invoice

Sends a completed invoice through email

Create customer

Creates a new customer

Create contact

Creates a new contact

Cancel invoice

Cancels an invoice

Create time

Creates a new time

Invoice paid

Marks an invoice as paid

Create project

Creates a new project

Create revenue

Creates a new revenue

Create recurring invoice

Creates a new recurring invoice

Create expense

Creates a new expense

Update product

Updates the details of an existing product

Update recurring invoice

Updates the details of an existing recurring invoice

Update invoice

Updates the details of an existing invoice

Update customer

Updates the details of an existing customer

Update time

Updates the details of an existing time

Update project

Update the details of an existing project

Update contact

Updates the details of an existing contact

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 contact

Fetches the details of an existing contact 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 customer

Fetches the details of an existing customer using ID

Fetch estimate

Fetches the details of an existing estimate 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 Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY