
When this happens...

Automatically do this!
Create Customer
Create Invoice
Add Payment for Invoice
Send Invoice by Email
Create Revenue
Add Payment for Revenue
Create Offer
Search Customer
Search Invoice
Canceling an Invoice
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new offer was created within your FastBill account.
Triggers when a new customer is created within your FastBill account.
Triggers when a customer is updated within your FastBill account.
Triggers when a customer is deleted within your FastBill account.
Triggers when a new invoice is created within your FastBill account.
Triggers when an invoice is completed within your FastBill account.
Action is the task that follows automatically within your Crisp integrations.
Send a note message in a conversation.
Creates a conversation.
Update the state of a conversation.
Search Crisp people profile using an email address.
Add segments to a conversation.
Send a text message to a user.

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To start, connect both your Crisp and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in FastBill (or vice versa).
Absolutely. You can customize how Crisp data is recorded in FastBill. This includes choosing which data fields go into which fields of FastBill, setting up custom formats, and filtering out unwanted information.
The data sync between Crisp and FastBill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Crisp and FastBill. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn MoreFastBill 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.
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