
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

Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
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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 FastBill integrations.
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 Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in FastBill triggers actions in Holded (or vice versa).
Absolutely. You can customize how FastBill data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between FastBill and Holded 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 Holded. 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.
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