Integrate EngageBay with FastBill
Send information between EngageBay and FastBill automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in FastBill for new deals created in your EngageBay
Generate estimates instantly when a deal is created in your marketing, sales, support and CRM application, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your EngageBay.
How it works
- The flow triggers when a new deal is created in EngageBay.
- Zoho Flow creates a new estimate in FastBill.
Prepare an estimate in FastBill for new deals created in your EngageBay
EngageBay + FastBill
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Supported triggers and actions
Integrate EngageBay 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
Company created
Triggers when a new company is created
Template created
Triggers when a new template is created
Contact created
Triggers when a new contact is created
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact are updated
Time created
Triggers when a new time is created
Customer updated
Triggers when the details of an existing customer are updated
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project is created
Product created
Triggers when a new product is created
Estimate updated
Triggers when the details of an existing estimate are updated
Expense created
Triggers when a new expense is created
Revenue created
Triggers when a new revenue is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Cancel invoice
Cancels an invoice
Create time
Creates a new time
Invoice paid
Marks an invoice as paid
Create project
Creates a new project
Create estimate
Creates a new estimate
Send invoice
Sends a completed invoice through email
Create customer
Creates a new customer
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Create product
Creates a new product
Complete invoice
Completes an unfinished invoice
Create revenue
Creates a new revenue
Create recurring invoice
Creates a new recurring invoice
Create expense
Creates a new expense
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update recurring invoice
Updates the details of an existing recurring invoice
Update invoice
Updates the details of an existing invoice
Update customer
Updates the details of an existing customer
Update time
Updates the details of an existing time
Update project
Update the details of an existing project
Fetch expense
Fetches the details of an existing expense using ID
Fetch revenue
Fetches the details of an existing revenue using ID
Fetch project
Fetches the details of an existing project using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch estimate
Fetches the details of an existing estimate using ID
Fetch product
Fetches the details of an existing product using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch contact
Fetches the details of an existing contact using ID
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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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