Integrate Agile CRM with FastBill
Send information between Agile CRM 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 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
- The flow triggers when a new deal is created in Agile CRM.
- 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
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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.
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.
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Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
