fastbill + Pipedrive
Create FastBill customers for newly updated deal stages in Pipedrive
Want to write an offer or an invoice for a deal in Pipedrive? This Zapier template will create a FastBill customer when a new deal reaches a specific stage in Pipedrive. You can then create a proposal or write an invoice to this customer in FastBill. This is especially useful for companies that use the FastBill "product and service catalog" to write proposals and invoices.
Want to write an offer or an invoice for a deal in Pipedrive? This Zapier template will create a FastBill customer when a new deal reaches a specific stage in Pipedrive. You can then create a proposal or write an invoice to this customer in FastBill. This is especially useful for companies that use the FastBill "product and service catalog" to write proposals and invoices.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Create Customer
Creates a new customer in FastBill
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