Integrate FastBill with Productive

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

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Initiate a new project in Productive when a new project is established in FastBill

Reduce discrepancies between accounting application and project management tool by auto-syncing project details. This flow will generate a new project in Productive whenever a new project is created in FastBill.

How it works
  1. The flow triggers when a new project is created in FastBill.
  2. Zoho Flow creates a new project in Productive.
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Initiate a new project in Productive when a new project is established in FastBill

FastBill + Productive

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Supported triggers and actions

Integrate FastBill and Productive 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

Task created

Triggers when a new task is created

Booking created

Triggers when a new booking is created

Contact created

Triggers when a new contact is added

Deal created

Triggers when a new deal is created

Contract created

Triggers when a new contract is created

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 contract

Creates a new contract

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create booking

Creates a new booking

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update booking

Updates the details of an existing booking

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update deal

Updates the details of an existing deal

Update contract

Updates the details of an existing contract

Fetch contact

Fetches the details of an existing contact using ID

Fetch project

Fetches the details of an existing project using project ID

Fetch company

Fetches the details of an existing company using name

Fetch people

Fetches the details of the specified people

Fetch task

Fetches the details of an existing task using task ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch deal

Fetches the details of an existing deal using ID

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

What is Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

Build comprehensive workflows using

Webhook triggers

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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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