Integrate Clientify with FastBill
Send information between Clientify and FastBill automatically, without writing any code, using Zoho Flow.
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Create an estimate in FastBill for every new deal created in your Clientify
Automate the generation of estimates for new deals in your marketing automation platform to streamline sales and accounting processes. This flow will create an estimate in your FastBill when a new deal is created in Clientify.
How it works
- The flow triggers when a new deal is created in Clientify.
- Zoho Flow creates a new estimate in FastBill.
Create an estimate in FastBill for every new deal created in your Clientify
Clientify + FastBill
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Supported triggers and actions
Integrate Clientify and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
Customer updated
Triggers when the details of an existing customer are updated
Estimate updated
Triggers when the details of an existing estimate are updated
Project created
Triggers when a new project is created
Template created
Triggers when a new template is created
Time created
Triggers when a new time is created
Revenue created
Triggers when a new revenue is created
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Customer created
Triggers when a new customer is created
Contact updated
Triggers when the details of an existing contact are updated
Product created
Triggers when a new product is created
Expense created
Triggers when a new expense is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create deal
Creates a new deal
Create contact
Creates a new contact
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create contact
Creates a new contact
Create customer
Creates a new customer
Create project
Creates a new project
Invoice paid
Marks an invoice as paid
Send invoice
Sends a completed invoice through email
Create estimate
Creates a new estimate
Create expense
Creates a new expense
Create recurring invoice
Creates a new recurring invoice
Create time
Creates a new time
Cancel invoice
Cancels an invoice
Create product
Creates a new product
Create invoice
Creates a new invoice
Create revenue
Creates a new revenue
Complete invoice
Completes an unfinished invoice
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update project
Update the details of an existing project
Update customer
Updates the details of an existing customer
Update recurring invoice
Updates the details of an existing recurring invoice
Update time
Updates the details of an existing time
Update invoice
Updates the details of an existing invoice
Fetch expense
Fetches the details of an existing expense using ID
Fetch project
Fetches the details of an existing project using ID
Fetch revenue
Fetches the details of an existing revenue using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch product
Fetches the details of an existing product using ID
Fetch estimate
Fetches the details of an existing estimate using ID
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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.
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