Integrate Zoho CRM with FastBill
Send information between Zoho CRM and FastBill automatically, without writing any code, using Zoho Flow.
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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.
Create an invoice in FastBill for recently won deals in Zoho CRM
Zoho CRM + FastBill
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Supported triggers and actions
Integrate Zoho CRM and FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
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
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 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.
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 >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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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
