Integrate FastBill with Neaktor

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

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Start a new project in Neaktor whenever a new project is launched in FastBill

Reduce discrepancies between accounting application and business process and project management application by auto-syncing project details. This flow will set up a new project in Neaktor each time a new project is initiated in FastBill.

How it works
  1. The flow triggers when a new project is created in FastBill.
  2. Zoho Flow creates a new project using the specified module in Neaktor.
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Start a new project in Neaktor whenever a new project is launched in FastBill

FastBill + Neaktor

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Supported triggers and actions

Integrate FastBill and Neaktor 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

Task deleted

Triggers when a task is deleted

Task created

Triggers when a new task is created

Task status updated

Triggers when the details of an existing task is updated

Assignee changed

Triggers when the assignee is changed

Task comment added

Triggers when a new task comment is added

Task status completed

Triggers when a task status is marked complete

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

Add project managers

Adds project managers to the specified project

Create task

Creates a new task using the specified task model

Create reminder

Creates a new reminder

Create event

Creates a new event

Create project

Creates a new project using the specified module

Update project

Updates the details of an existing project

Update event

Updates the details of an event

Update task

Updates the details of an existing task using ID or IDx

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch user

Fetches the details of an existing user using email address

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch project

Fetches the details of an existing project using ID or key

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 Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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