Microsoft Excel + fastbill

Search customers and create invoices in FastBill from new Microsoft Excel rows

With this Zapier template, you can create a FastBill invoice whenever you add a new row to a Microsoft Excel sheet. The template also looks up existing customers in your FastBill account, so the data can be added to the invoice.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this...
Search Customer
Search for a Customer
ActionSearch
then do this!
Create Invoice
Creates a new invoice
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

New Draft
Triggers when a new draft was created within your FastBill account.
Trigger
Scheduled
Try It
Invoice Paid
Triggers when a new invoice was paid within your FastBill account.
Trigger
Scheduled
Try It

- Invoice IdRequired
- Payment Date
- Payment Method
Action
Write
- Customer Number
- Company Name
- First Name
- Last Name
- Salutation
- Address Line 1
- Address Line 2
- Zip Code
- City
- Country Code
- Secondary Address
- Phone
- Email
- Website
- Customer Account
- Vat Id
Action
Write
- Invoice IdRequired
Action
Write
- Customer IdRequired
- Revenue dateRequired
- Due Date
- Invoice Number
- Net AmountRequired
- Vat Amount
- Currency
- Vat Case
- Comment
Action
Write
- Customer Id
- Customer Number
- E-MAIL
Action
Search
- Customer Id
- Customer Number
- Email
- Company Name
- First Name
- Last Name
- Salutation
- Address Line 1
- Address Line 2
- Zip Code
- City
- Country Code
- Secondary Address
- Phone
- Website
- Customer Account
- Vat Id
Action
Search or write

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Invoice
Triggers when a new invoice was created within your FastBill account.
Trigger
Scheduled
Try It
New Offer
Triggers when a new offer was created within your FastBill account.
Trigger
Scheduled
Try It
- Revenue IdRequired
- Payment Date
Action
Write
- Description
- Quantity
- Single Item Price
- VAT Rate
- Article Number
- Customer IdRequired
- Currency Code
- Document Template
- Invoice Title
- Invoice Date
- Service Period
- Gross Prices
- StateRequired
- Service Period Start
- Service Period End
Action
Write
- Customer IdRequired
- Offer Date
- Offer Title
- Document Template
- Currency Code
- Gross Prices
- Description
- Quantity
- Single Item Price
- VAT Rate
- Article Number
Action
Write
- Invoice IdRequired
- Email AddressRequired
- Email Subject
- Email Body
Action
Write
- Invoice ID
- Invoice Number
Action
Search

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About fastbill

FastBill is a cloud app for German invoicing & accounting. Writing offers and invoices, paying your bills or preparing your tax return is easier than ever with FastBill.

Learn more Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

Microsoft Excel + fastbill

Search customers and create invoices in FastBill from new Microsoft Excel rows

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Draft

Invoice Paid

Add Payment for Invoice

Invoice IdRequired

Payment Date

Payment Method

Create Customer

Customer Number

Company Name

First Name

Last Name

Salutation

Address Line 1

Address Line 2

Zip Code

City

Country Code

Secondary Address

Phone

Email

Website

Customer Account

Vat Id

Finalize Invoice

Invoice IdRequired

Create Revenue

Customer IdRequired

Revenue dateRequired

Due Date

Invoice Number

Net AmountRequired

Vat Amount

Currency

Vat Case

Comment

Search Customer

Customer Id

Customer Number

E-MAIL

Find or Create Customer

Customer Id

Customer Number

Email

Company Name

First Name

Last Name

Salutation

Address Line 1

Address Line 2