fastbill
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.
- When this happens...Invoice Paid
Triggers when a new invoice was paid within your FastBill account.
- automatically do this!Create Customer
Creates a new customer in FastBill
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New Draft
Triggers when a new draft was created within your FastBill account.
Try ItInvoice Paid
Triggers when a new invoice was paid within your FastBill account.
Try ItInvoice IdRequired
Payment Date
Payment Method
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
New Invoice
Triggers when a new invoice was created within your FastBill account.
Try ItNew Offer
Triggers when a new offer was created within your FastBill account.
Try ItRevenue IdRequired
Payment Date
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