Integrate FastBill with Insightly

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

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Start a new project in Insightly whenever a new project is launched in FastBill

Reduce discrepancies between accounting application and relationship management software by auto-syncing project details. This flow will generate a new project in Insightly whenever a new project is created in FastBill.

How it works
  1. The flow triggers when a new project is created in FastBill.
  2. Zoho Flow creates a new project in Insightly.
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Start a new project in Insightly whenever a new project is launched in FastBill

FastBill + Insightly

Build your own integrations between FastBill and Insightly

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Supported triggers and actions

Integrate FastBill and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

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

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

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

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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