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Integrate PipelineDeals with FastBill
Send information between PipelineDeals 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 your FastBill when a new deal is created in PipelineDeals
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in FastBill.
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Create an estimate in your FastBill when a new deal is created in PipelineDeals
PipelineDeals + FastBill
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Create an invoice in FastBill for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in FastBill each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in FastBill.
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Create an invoice in FastBill for recently won deals in PipelineDeals
PipelineDeals + FastBill
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Build your own integrations between PipelineDeals and FastBill
Connect PipelineDeals 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 PipelineDeals and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New deal
Triggers when a new deal is created
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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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Create deal
Creates a new deal
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Add person
Adds a new person
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Create task
Creates a new calendar task
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Create activity
Creates a new activity associated with an existing person, company, or deal
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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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