Integrate FastBill with Workstack

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

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Set up a new project in Workstack each time a new project is initiated in FastBill

Enable seamless tracking and reporting by auto-creating projects in your project management tool from accounting application. This flow will set up a new project in Workstack each time a new project is initiated 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 Workstack.
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Set up a new project in Workstack each time a new project is initiated in FastBill

FastBill + Workstack

Build your own integrations between FastBill and Workstack

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Supported triggers and actions

Integrate FastBill and Workstack 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 todo list

Triggers when a new todo list is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New task

Triggers when a new task is created for the selected user

New project

Triggers when a new project 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 meeting

Creates a new meeting

Create task

Creates a new task in the selected todo

Create todo list

Creates a new todo list in the selected project

Create todo

Creates a new todo in the selected project

Create project

Creates a new project

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 Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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 >

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CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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