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fastbill

Accounting

Create new fastbill customers when invoices are paid in fastbill

Effortlessly manage your client records in FastBill with this workflow that activates when an invoice is paid. Upon successful payment, it will create a new customer in FastBill, ensuring your contact list remains up-to-date without manual intervention. Enhance your billing process with this automation and spend more time growing your business.

Effortlessly manage your client records in FastBill with this workflow that activates when an invoice is paid. Upon successful payment, it will create a new customer in FastBill, ensuring your contact list remains up-to-date without manual intervention. Enhance your billing process with this automation and spend more time growing your business.

  1. When this happens...
    fastbillfastbill
    Invoice Paid

    Triggers when a new invoice was paid within your FastBill account.

    TriggerScheduled
  2. automatically do this!
    fastbillfastbill
    Create Customer

    Creates a new customer in FastBill

    ActionWrite
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Supported triggers and actions

What does this mean?
  • fastbill triggers, actions, and search

    New Draft

    Triggers when a new draft was created within your FastBill account.

    Trigger
    Scheduled
    Try It
  • fastbill triggers, actions, and search

    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
  • fastbill triggers, actions, and search

    New Invoice

    Triggers when a new invoice was created within your FastBill account.

    Trigger
    Scheduled
    Try It
  • fastbill triggers, actions, and search

    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
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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

Related categories

  • Accounting