Integrate OnePageCRM with FastBill
Send information between OnePageCRM and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in FastBill for newly acquired deals in OnePageCRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in FastBill each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in FastBill.
Create an invoice in FastBill for newly acquired deals in OnePageCRM
OnePageCRM + FastBill
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Supported triggers and actions
Integrate OnePageCRM 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 action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
Deal won
Triggers when a deal is won
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 note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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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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