Integrate OnePageCRM with FastBill

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

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Create an invoice in FastBill for newly acquired deals in OnePageCRM

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in FastBill each time a deal is closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in FastBill.
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Create an invoice in FastBill for newly acquired deals in OnePageCRM

OnePageCRM + FastBill

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Supported triggers and actions

Integrate OnePageCRM and FastBill using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

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 contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

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Logic

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

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Custom functions

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

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