Integrate Zendesk Sell with FastBill
Send information between Zendesk Sell and FastBill automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your FastBill automatically, When a new deal is created in Zendesk Sell
Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will automatically generate an estimate within your FastBill whenever a new deal is created in Zendesk Sell.
How it works
- The flow triggers when a new deal is created in Zendesk Sell.
- Zoho Flow creates a new estimate in FastBill.
Generate an estimate within your FastBill automatically, When a new deal is created in Zendesk Sell
Zendesk Sell + FastBill
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Supported triggers and actions
Integrate Zendesk Sell and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Lead created
Triggers when a new lead 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 task
Create a new task
Create lead
Creates a new lead
Create task
Create a new task
Create contact
Creates a new contact
Create deal
Create a new deal
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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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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