Integrate Sellf with FastBill

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

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Prepare an estimate in FastBill for new deals created in your Sellf

Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your FastBill whenever a new deal is created in Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  2. Zoho Flow creates a new estimate in FastBill.
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Prepare an estimate in FastBill for new deals created in your Sellf

Sellf + FastBill

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Supported triggers and actions

Integrate Sellf and FastBill using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Deal

Triggers when a new deal is created

New Person

Triggers when a new person is created

New Company

Triggers when a new company 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

Fetch Company

Fetches an existing company

Create Deal

Creates a new deal

Create Company

Creates a new company

Create Person

Creates a new person

Fetch Person

Fetches an existing person

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 Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

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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Toto

Technical Engineer, Master Liveaboards

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