Integrate Zoho Marketing Automation with FastBill
Send information between Zoho Marketing Automation and FastBill automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Marketing Automation and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead removed from list
Triggers when a lead is removed from the selected list
Lead added to list
Triggers when a lead is added to the selected list
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 list
Creates a new list
Create lead tag
Creates a new lead tag
Create or update lead
Creates a new lead or updates the details of an existing lead
Clone campaign
Clones an existing campaign
Send email campaign
Sends an existing email campaign
Tag lead
Adds the specified tag to a lead
Add lead to journey
Adds the specified lead to a journey
Add lead score
Adds lead score for the specified email address
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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 Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
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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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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