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Integrate Zoho CRM with FastBill
Send information between Zoho CRM and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create an invoice in FastBill for recently won deals in Zoho CRM
Zoho CRM + FastBill
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Build your own integrations between Zoho CRM and FastBill
Connect Zoho CRM and FastBill with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New note
Triggers when a new note is added
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Updated module entry
Triggers when an entry is updated in the selected module
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Entry created or updated
Triggers when a record entry is created or updated
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User created or updated
Triggers when the details of an existing user are created or updated
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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New user
Triggers when a new user is created
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New module
Triggers when a new module is created
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New contact
Triggers when a new contact is created
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New lead
Triggers when a new lead is created
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Updated deal
Triggers when an existing deal is updated
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Template created
Triggers when a new template is created
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Contact created
Triggers when a new contact is created
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Customer created
Triggers when a new customer is created
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Invoice created
Triggers when a new invoice is created
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Contact updated
Triggers when the details of an existing contact are updated
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Time created
Triggers when a new time is created
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Customer updated
Triggers when the details of an existing customer are updated
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Estimate created
Triggers when a new estimate is created
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Project created
Triggers when a new project is created
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Product created
Triggers when a new product is created
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Estimate updated
Triggers when the details of an existing estimate are updated
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Expense created
Triggers when a new expense is created
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Revenue created
Triggers when a new revenue is created
All Actions - Actions are the automated tasks
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Draft email template
Drafts an email based on the selected template
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Update module entry
Updates the specified module entry
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Send email template
Sends an email to the specified users
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Send mail merge
Sends a mail merge with details of the selected record
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Update related module entry
Relates an entry in this module with an entry in another module
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Add tags
Adds tags to the specified record
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Add user
Adds a new user
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Convert lead to contact
Converts a lead to a contact
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Update user
Updates the details of an existing user based on user ID
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Fetch event
Fetches an event by its title or unique ID
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Delete module entry
Deletes the specified entry
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Cancel call
Cancels a event
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
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Cancel invoice
Cancels an invoice
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Create time
Creates a new time
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Invoice paid
Marks an invoice as paid
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Send invoice
Sends a completed invoice through email
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Create customer
Creates a new customer
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Create contact
Creates a new contact
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Create invoice
Creates a new invoice
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Create product
Creates a new product
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Complete invoice
Completes an unfinished invoice
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Create revenue
Creates a new revenue
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Create recurring invoice
Creates a new recurring invoice
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Create expense
Creates a new expense
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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 recurring invoice
Updates the details of an existing recurring invoice
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Update invoice
Updates the details of an existing invoice
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Update customer
Updates the details of an existing customer
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Update time
Updates the details of an existing time
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Update project
Update the details of an existing project
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Fetch expense
Fetches the details of an existing expense using ID
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Fetch revenue
Fetches the details of an existing revenue using ID
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Fetch project
Fetches the details of an existing project using ID
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Fetch invoice
Fetches the details of an existing invoice using ID
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Fetch customer
Fetches the details of an existing customer using ID
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Fetch estimate
Fetches the details of an existing estimate using ID
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Fetch product
Fetches the details of an existing product using ID
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Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
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Fetch contact
Fetches the details of an existing contact 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.
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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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