Connect FastBill and Salesforce
Integrate FastBill with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular FastBill + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
FastBill
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
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New Offer in FastBill
Use this flowAdd Lead To Campaign in Salesforce when New Offer in FastBill
Use this flowCreate Attachment in Salesforce when New Offer in FastBill
Use this flowCreate Note in Salesforce when New Offer in FastBill
Use this flowUpdate Lead in Salesforce when New Offer in FastBill
Use this flowCreate Account in Salesforce when New Offer in FastBill
Use this flowCreate Campaign in Salesforce when New Offer in FastBill
Use this flowCreate Event in Salesforce when New Offer in FastBill
Use this flowAdd Contact to Campaign in Salesforce when New Customer in FastBill
Use this flowAdd Lead To Campaign in Salesforce when New Customer in FastBill
Use this flowSupported Triggers & Actions
Everything you can automate between FastBill and Salesforce.
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.
Create Invoice
Creates a new invoice.
Add Payment for Invoice
Adds full payment for an invoice.
Send Invoice by Email
Send an invoice by email.
Create Revenue
Creates a revenue entry.
Add Payment for Revenue
Adds full payment for a revenue.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your FastBill and Salesforce 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.
Yes. viaSocket uses instant triggers where available, so data moves between FastBill and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where FastBill triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in FastBill. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between FastBill and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire FastBill and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
