Integrate FastBill with Salesflare
Send information between FastBill and Salesflare automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FastBill and Salesflare 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
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity is created
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
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 contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch person
Fetches a person by ID, name, or email
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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What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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