Connect FastBill and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Offer
New Customer
Customer Updated
Customer Deleted
New Invoice
Invoice Completed
Invoice Canceled
Offer Updated
New Contact
Contact Updated
Contact Deleted
Choose an Action
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Ready to use FastBill and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Offer
Triggers when a new offer was created within your FastBill account.
New Customer
Triggers when a new customer is created within your FastBill account.
Customer Updated
Triggers when a customer is updated within your FastBill account.
Customer Deleted
Triggers when a customer is deleted within your FastBill account.
New Invoice
Triggers when a new invoice is created within your FastBill account.
Invoice Completed
Triggers when an invoice is completed within your FastBill account.
Do thisActions
Action is the task that follows automatically within your FastBill integrations.
Create Customer
Creates a new customer in FastBill.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
Create a Person
Creates a new person
Create a Project
Create a new Project
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Frequently Asked Questions
To start, connect both your FastBill and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in FastBill triggers actions in Cloze (or vice versa).
Absolutely. You can customize how FastBill data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between FastBill and Cloze 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 FastBill and Cloze. 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.
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 MoreAbout Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
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