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Integrate Pipedrive with FastBill
Send information between Pipedrive and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your FastBill automatically, When a new deal is created in Pipedrive
Automate the generation of estimates for new deals in your pipeline management tool to streamline sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in FastBill.
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Generate an estimate within your FastBill automatically, When a new deal is created in Pipedrive
Pipedrive + FastBill
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Generate an invoice in FastBill for newly closed deals in Pipedrive
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in FastBill whenever a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in FastBill.
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Generate an invoice in FastBill for newly closed deals in Pipedrive
Pipedrive + FastBill
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Build your own integrations between Pipedrive and FastBill
Connect Pipedrive and FastBill with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact person created
Triggers when a new contact person is created
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Pipeline stage created
Triggers when a new pipeline stage is created
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Organization created
Triggers when a new organization is created
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Activity updated
Triggers when any detail of an existing activity is updated
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Contact person updated
Triggers when any detail of an existing contact person is updated
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Deal created
Triggers when a new deal is created
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Pipeline created
Triggers when a new pipeline is created
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Activity created
Triggers when a new activity is created
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Deal updated
Triggers when any detail of an existing deal is updated
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Note added
Triggers when a new note is added
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Note updated
Triggers when an existing note is updated
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Customer updated
Triggers when the details of an existing customer are updated
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Project created
Triggers when a new project is created
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Revenue created
Triggers when a new revenue is created
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Template created
Triggers when a new template is created
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Contact created
Triggers when a new contact is created
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Invoice created
Triggers when a new invoice is created
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Product created
Triggers when a new product is created
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Contact updated
Triggers when the details of an existing contact are updated
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Time created
Triggers when a new time is created
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
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Customer created
Triggers when a new customer is created
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Estimate updated
Triggers when the details of an existing estimate are updated
All Actions - Actions are the automated tasks
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Create contact person
Creates a new contact person for the selected organization
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Create deal
Creates a new deal
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Update deal
Updates the details of an existing deal
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Create product
Creates a new product
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Create organization
Creates a new organization
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Create activity
Creates a new activity
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Create lead
Creates a new lead
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Update product
Updates the details of an existing product
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Update notes
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update organization
Updates the details of an existing organization
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Update activity
Updates the details of an existing activity
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Update contact person
Updates the details of an existing contact person
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Fetch product by name
Fetches the details of an existing product by name
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Fetch organization by name
Fetches the details of an existing organization by name
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Fetch lead
Fetch the details of an existing lead by ID or title
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Fetch activity
Fetches the details of an existing user activity
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Fetch deal by ID
Fetches the details of an existing deal by ID
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Fetch person by phone number
Fetches the details of an existing person by phone number
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Fetch user by name
Fetches the details of an existing user by name
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Fetch person by name
Fetches the details of an existing person record by name
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Fetch person by ID
Fetches the details of an existing person record by ID
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Create invoice
Creates a new invoice
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Create product
Creates a new product
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Complete invoice
Completes an unfinished invoice
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Create estimate
Creates a new estimate
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Send invoice
Sends a completed invoice through email
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Create customer
Creates a new customer
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Create contact
Creates a new contact
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Cancel invoice
Cancels an invoice
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Create time
Creates a new time
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Invoice paid
Marks an invoice as paid
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Create project
Creates a new project
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Create revenue
Creates a new revenue
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Create recurring invoice
Creates a new recurring invoice
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Create expense
Creates a new expense
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Update product
Updates the details of an existing product
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Update recurring invoice
Updates the details of an existing recurring invoice
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Update invoice
Updates the details of an existing invoice
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Update customer
Updates the details of an existing customer
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Update time
Updates the details of an existing time
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Update project
Update the details of an existing project
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Update contact
Updates the details of an existing contact
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Fetch product
Fetches the details of an existing product using ID
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Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch project
Fetches the details of an existing project using ID
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Fetch invoice
Fetches the details of an existing invoice using ID
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Fetch customer
Fetches the details of an existing customer using ID
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Fetch estimate
Fetches the details of an existing estimate using ID
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Fetch expense
Fetches the details of an existing expense using ID
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Fetch revenue
Fetches the details of an existing revenue using ID
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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.
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.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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