Integrate Zoho CRM with FastBill
Send information between Zoho CRM and FastBill automatically, without writing any code, using Zoho Flow.
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Create an invoice in FastBill for recently won deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in FastBill each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in FastBill.
Create an invoice in FastBill for recently won deals in Zoho CRM
Zoho CRM + FastBill
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Supported triggers and actions
Integrate Zoho CRM and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
Updated deal
Triggers when an existing deal is updated
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
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Update related module entry
Relates an entry in this module with an entry in another module
Draft email template
Drafts an email based on the selected template
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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