Integrate Livespace with FastBill

Send information between Livespace and FastBill automatically, without writing any code, using Zoho Flow.

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Generate an estimate within your FastBill automatically, When a new deal is created in Livespace

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your FastBill when a new deal is created in Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new estimate in FastBill.
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Generate an estimate within your FastBill automatically, When a new deal is created in Livespace

Livespace + FastBill

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Supported triggers and actions

Integrate Livespace and FastBill using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company 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 deal

Creates a new deal

Create company

Creates a new company

Add person note

Adds a note to the specified person

Add deal note

Adds a note to the specified deal

Add company note

Adds a note to the specified company

Create task

Creates a new task

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch person

Fetches the details of an existing person

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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