Full list

Supported Triggers & Actions

Everything you can automate between Docamatic and FastBill.

When this happensTriggers

A trigger is an event that starts a workflow.

New Offer

New Offer

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

New Customer

New Customer

Triggers when a new customer is created within your FastBill account.

Customer Updated

Customer Updated

Triggers when a customer is updated within your FastBill account.

Customer Deleted

Customer Deleted

Triggers when a customer is deleted within your FastBill account.

New Invoice

New Invoice

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

Invoice Completed

Invoice Completed

Triggers when an invoice is completed within your FastBill account.

Do thisActions

Action is the task that follows automatically within your Docamatic integrations.

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

Create Customer

Create Customer

Creates a new customer in FastBill.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Docamatic and FastBill?

Sign up for a free viaSocket account, then authorize both your Docamatic and FastBill accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and FastBill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Docamatic to FastBill?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach FastBill. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Docamatic triggers actions in FastBill, and a separate workflow where FastBill triggers actions in Docamatic. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Docamatic and FastBill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Docamatic and FastBill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.