Integrate Zendesk Sell with FastBill

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

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Generate an estimate within your FastBill automatically, When a new deal is created in Zendesk Sell

Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will automatically generate an estimate within your FastBill whenever a new deal is created in Zendesk Sell.

How it works
  1. The flow triggers when a new deal is created in Zendesk Sell.
  2. Zoho Flow creates a new estimate in FastBill.
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Generate an estimate within your FastBill automatically, When a new deal is created in Zendesk Sell

Zendesk Sell + FastBill

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Supported triggers and actions

Integrate Zendesk Sell and FastBill using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

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

All Actions - Actions are the automated tasks

Create deal

Create a new deal

Create contact

Creates a new contact

Create task

Create a new task

Create task

Create a new task

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead by ID

Update deal

Updates the details of an existing deal by ID

Fetch user

Fetch the details of the existing user by email address

Fetch lead

Fetch the details of the existing lead by email address

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

What is Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

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

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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