Integrate FastBill with Workstack
Send information between FastBill and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Workstack each time a new project is initiated in FastBill
Enable seamless tracking and reporting by auto-creating projects in your project management tool from accounting application. This flow will set up a new project in Workstack each time a new project is initiated in FastBill.
How it works
- The flow triggers when a new project is created in FastBill.
- Zoho Flow creates a new project in Workstack.
Set up a new project in Workstack each time a new project is initiated in FastBill
FastBill + Workstack
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Supported triggers and actions
Integrate FastBill and Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Time created
Triggers when a new time is created
Customer created
Triggers when a new customer is created
Product created
Triggers when a new product is created
Template created
Triggers when a new template is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Customer updated
Triggers when the details of an existing customer are updated
Revenue created
Triggers when a new revenue is created
Expense created
Triggers when a new expense is created
Estimate updated
Triggers when the details of an existing estimate are updated
Project created
Triggers when a new project is created
Estimate created
Triggers when a new estimate is created
New todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project is created
New task
Triggers when a new task is created for the selected user
All Actions - Actions are the automated tasks
Create recurring invoice
Creates a new recurring invoice
Create revenue
Creates a new revenue
Create expense
Creates a new expense
Create invoice
Creates a new invoice
Complete invoice
Completes an unfinished invoice
Create product
Creates a new product
Create project
Creates a new project
Invoice paid
Marks an invoice as paid
Create time
Creates a new time
Cancel invoice
Cancels an invoice
Create contact
Creates a new contact
Create customer
Creates a new customer
Send invoice
Sends a completed invoice through email
Create estimate
Creates a new estimate
Update contact
Updates the details of an existing contact
Update customer
Updates the details of an existing customer
Update time
Updates the details of an existing time
Update recurring invoice
Updates the details of an existing recurring invoice
Update invoice
Updates the details of an existing invoice
Update project
Update the details of an existing project
Update product
Updates the details of an existing product
Fetch expense
Fetches the details of an existing expense using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch revenue
Fetches the details of an existing revenue using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch project
Fetches the details of an existing project 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 contact
Fetches the details of an existing contact using ID
Create todo list
Creates a new todo list in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create project
Creates a new project
Create todo
Creates a new todo in the selected project
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.
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Technical Engineer, Master Liveaboards
