Integrate FastBill with Forecast
Send information between FastBill and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new project in Forecast whenever a new project is created in FastBill
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Forecast whenever a new project is launched in FastBill.
How it works
- The flow triggers when a new project is created in FastBill.
- Zoho Flow creates a new project in Forecast.
Create a new project in Forecast whenever a new project is created in FastBill
FastBill + Forecast
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Supported triggers and actions
Integrate FastBill and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New milestone
Triggers when a new milestone is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
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
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create task
Creates a new task
Create client
Creates a new client
Create project
Creates a new project
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create time registration
Creates a new time registration
Add person
Adds a new person
Fetch label
Fetches an existing label by name
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.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
