
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

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Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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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 Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in FastBill triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how FastBill data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between FastBill and Salesmate 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 Salesmate. 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 MoreSalesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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