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Integrate Onpipeline with FastBill
Send information between Onpipeline and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in FastBill for every new deal created in your Onpipeline
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in FastBill.
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Create an estimate in FastBill for every new deal created in your Onpipeline
Onpipeline + FastBill
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Create an invoice in FastBill for newly acquired deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in FastBill for every finalised deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in FastBill.
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Create an invoice in FastBill for newly acquired deals in Onpipeline
Onpipeline + FastBill
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Build your own integrations between Onpipeline and FastBill
Connect Onpipeline and FastBill with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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Estimate created
Triggers when a new estimate is created
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Customer updated
Triggers when the details of an existing customer are updated
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Estimate updated
Triggers when the details of an existing estimate are updated
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Project created
Triggers when a new project is created
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Template created
Triggers when a new template is created
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Time created
Triggers when a new time is created
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Revenue created
Triggers when a new revenue is created
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Contact created
Triggers when a new contact is created
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Invoice created
Triggers when a new invoice is created
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Customer created
Triggers when a new customer is created
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Contact updated
Triggers when the details of an existing contact are updated
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Product created
Triggers when a new product is created
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Expense created
Triggers when a new expense is created
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Create contact
Creates a new contact
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Create customer
Creates a new customer
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Create project
Creates a new project
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Invoice paid
Marks an invoice as paid
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Send invoice
Sends a completed invoice through email
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Create estimate
Creates a new estimate
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Create expense
Creates a new expense
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Create recurring invoice
Creates a new recurring invoice
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Create time
Creates a new time
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Cancel invoice
Cancels an invoice
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Create product
Creates a new product
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Create invoice
Creates a new invoice
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Create revenue
Creates a new revenue
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Complete invoice
Completes an unfinished invoice
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Update contact
Updates the details of an existing contact
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Update product
Updates the details of an existing product
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Update project
Update the details of an existing project
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Update customer
Updates the details of an existing customer
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Update recurring invoice
Updates the details of an existing recurring invoice
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Update time
Updates the details of an existing time
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Update invoice
Updates the details of an existing invoice
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Fetch expense
Fetches the details of an existing expense using ID
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Fetch project
Fetches the details of an existing project using ID
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Fetch revenue
Fetches the details of an existing revenue using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
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Fetch customer
Fetches the details of an existing customer using ID
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Fetch invoice
Fetches the details of an existing invoice using ID
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Fetch product
Fetches the details of an existing product using ID
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Fetch estimate
Fetches the details of an existing estimate 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.
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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