Integrate Gro CRM with FastBill
Send information between Gro CRM and FastBill automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FastBill when a new deal is created in Gro CRM
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will create an estimate in your FastBill when a new deal is created in Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in FastBill.
Create an estimate in your FastBill when a new deal is created in Gro CRM
Gro CRM + FastBill
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Supported triggers and actions
Integrate Gro CRM and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
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
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create contact
Creates a new contact
Fetch country
Fetches the details of a country by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch user
Fetches the details of an existing user by email
Fetch time zone
Fetches the details of a time zone by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch currency
Fetches the details of a currency by name
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
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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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Logic
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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