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.
TriggerPolling
automatically do this...
Search Customer
Search for a Customer
ActionSearch
then do this!
Create Invoice
Creates a new invoice
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

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

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
New Invoice
Triggers when a new invoice was created within your FastBill account.
Trigger
Polling
Try It
New Offer
Triggers when a new offer was created within your FastBill account.
Trigger
Polling
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.

Learn more

Related categories

Similar apps

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

Microsoft Excel + fastbill

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

Supported triggers and actions

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

New Draft

Invoice Paid

Add Payment for Invoice

Create Customer

Finalize Invoice

Create Revenue

Search Customer

Find or Create Customer

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

New Invoice

New Offer

Add Payment for Revenue

Create Invoice

Create Offer

Send Invoice by Email

Search Invoice

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About fastbill

Related categories