Enable Integrations or automations with these events of FastBill and docusoft
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.
Creates a new customer in FastBill.
Creates a new invoice.
Adds full payment for an invoice.
Send an invoice by email.
Creates a revenue entry.
Adds full payment for a revenue.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your FastBill and docusoft accounts to viaSocket. Once connected, you can set up a workflow where an event in FastBill triggers actions in docusoft (or vice versa).
Absolutely. You can customize how FastBill data is recorded in docusoft. This includes choosing which data fields go into which fields of docusoft, setting up custom formats, and filtering out unwanted information.
The data sync between FastBill and docusoft 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 docusoft. 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.
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 MoreDocusoft is a document management, workflow processes and document delivery tool to organize and keep clients documents in one central cloud storage which makes it easy to access and review.
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