Integrate PipelineDeals with FastBill
Send information between PipelineDeals and FastBill automatically, without writing any code, using Zoho Flow.
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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.
Create an estimate in your FastBill when a new deal is created in PipelineDeals
PipelineDeals + FastBill
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.
Create an invoice in FastBill for recently won deals in PipelineDeals
PipelineDeals + FastBill
Build your own integrations between PipelineDeals and FastBill
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Supported triggers and actions
Integrate PipelineDeals and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
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
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
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
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
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.
Similar apps
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