Integrate FastBill with Forecast

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

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Create a new project in Forecast whenever a new project is created in FastBill

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Forecast whenever a new project is launched in FastBill.

How it works
  1. The flow triggers when a new project is created in FastBill.
  2. Zoho Flow creates a new project in Forecast.
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Create a new project in Forecast whenever a new project is created in FastBill

FastBill + Forecast

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Supported triggers and actions

Integrate FastBill and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Estimate created

Triggers when a new estimate is created

Project created

Triggers when a new project is created

Revenue created

Triggers when a new revenue is created

Customer updated

Triggers when the details of an existing customer are updated

Template created

Triggers when a new template is created

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

Time created

Triggers when a new time is created

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new product is created

Customer created

Triggers when a new customer is created

Estimate updated

Triggers when the details of an existing estimate are updated

Expense created

Triggers when a new expense is created

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Invoice paid

Marks an invoice as paid

Create project

Creates a new project

Cancel invoice

Cancels an invoice

Create time

Creates a new time

Create recurring invoice

Creates a new recurring invoice

Create expense

Creates a new expense

Create revenue

Creates a new revenue

Complete invoice

Completes an unfinished invoice

Create invoice

Creates a new invoice

Create product

Creates a new product

Create customer

Creates a new customer

Create contact

Creates a new contact

Create estimate

Creates a new estimate

Send invoice

Sends a completed invoice through email

Update customer

Updates the details of an existing customer

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Update recurring invoice

Updates the details of an existing recurring invoice

Update time

Updates the details of an existing time

Update project

Update the details of an existing project

Update invoice

Updates the details of an existing invoice

Fetch contact

Fetches the details of an existing contact using ID

Fetch product

Fetches the details of an existing product using ID

Fetch recurring invoice

Fetches the details of an existing recurring invoice using ID

Fetch customer

Fetches the details of an existing customer using ID

Fetch estimate

Fetches the details of an existing estimate using ID

Fetch project

Fetches the details of an existing project using ID

Fetch invoice

Fetches the details of an existing invoice using ID

Fetch expense

Fetches the details of an existing expense using ID

Fetch revenue

Fetches the details of an existing revenue using ID

Create project

Creates a new project

Create time registration

Creates a new time registration

Create task

Creates a new task

Create label

Creates a new label

Add person

Adds a new person

Create client

Creates a new client

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Fetch label

Fetches an existing label by name

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

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

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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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

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