Integrate FastBill with ProWorkflow

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

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Set up a new project in ProWorkflow each time a new project is initiated in FastBill

Reduce discrepancies between accounting application and task and workflow management application by auto-syncing project details. This flow will generate a new project in ProWorkflow whenever a new project is created 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 ProWorkflow.
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Set up a new project in ProWorkflow each time a new project is initiated in FastBill

FastBill + ProWorkflow

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Supported triggers and actions

Integrate FastBill and ProWorkflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new product is created

Contact updated

Triggers when the details of an existing contact are updated

Time created

Triggers when a new time is created

Template created

Triggers when a new template is created

Contact created

Triggers when a new contact is created

Revenue created

Triggers when a new revenue is created

Customer updated

Triggers when the details of an existing customer are updated

Estimate created

Triggers when a new estimate is created

Project created

Triggers when a new project is created

Estimate updated

Triggers when the details of an existing estimate are updated

Expense created

Triggers when a new expense is created

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is added

Message created

Triggers when a new message is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

Company created

Triggers when a new company is added

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when a new contact is added

Invoice updated

Triggers when the details of an existing invoice are edited

All Actions - Actions are the automated tasks

Create revenue

Creates a new revenue

Create recurring invoice

Creates a new recurring invoice

Create expense

Creates a new expense

Cancel invoice

Cancels an invoice

Create time

Creates a new time

Invoice paid

Marks an invoice as paid

Create project

Creates a new project

Create estimate

Creates a new estimate

Send invoice

Sends a completed invoice through email

Create customer

Creates a new customer

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Create product

Creates a new product

Complete invoice

Completes an unfinished invoice

Update invoice

Updates the details of an existing invoice

Update time

Updates the details of an existing time

Update project

Update the details of an existing project

Update product

Updates the details of an existing product

Update recurring invoice

Updates the details of an existing recurring invoice

Update customer

Updates the details of an existing customer

Update contact

Updates the details of an existing contact

Fetch expense

Fetches the details of an existing expense using ID

Fetch revenue

Fetches the details of an existing revenue 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 customer

Fetches the details of an existing customer 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 recurring invoice

Fetches the details of an existing recurring invoice using ID

Fetch contact

Fetches the details of an existing contact using ID

Add invoice

Creates a new invoice

Add expense

Creates a new expense

Add contact

Creates a new contact

Add company

Creates a new company

Add project

Creates a new project

Find project

Fetches the details of an existing project

Find company

Fetches the details of an existing company by name or email address

Find contact

Fetches the details of an existing contact using username or email address

Find invoice

Fetches the details of an existing invoice

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 ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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 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

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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