Full list

Supported Triggers & Actions

Everything you can automate between FastBill and Storydoc.

When this happensTriggers

A trigger is an event that starts a workflow.

New Offer

New Offer

Triggers when a new offer was created within your FastBill account.

New Customer

New Customer

Triggers when a new customer is created within your FastBill account.

Customer Updated

Customer Updated

Triggers when a customer is updated within your FastBill account.

Customer Deleted

Customer Deleted

Triggers when a customer is deleted within your FastBill account.

New Invoice

New Invoice

Triggers when a new invoice is created within your FastBill account.

Invoice Completed

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

Create Customer

Creates a new customer in FastBill.

Create Invoice

Create Invoice

Creates a new invoice.

Add Payment for Invoice

Add Payment for Invoice

Adds full payment for an invoice.

Send Invoice by Email

Send Invoice by Email

Send an invoice by email.

Create Revenue

Create Revenue

Creates a revenue entry.

Add Payment for Revenue

Add Payment for Revenue

Adds full payment for a revenue.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Storydoc
Storydoc + FastBill
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About Storydoc

Storydoc is an AI-native platform for creating interactive business documents and presentations—think pitch decks, proposals, reports, one-pagers, and more. It combines AI-assisted creation with personalization at scale (from live CRM data), deep engagement analytics, collaboration, and centralized brand control. Teams use Storydoc to replace static PDFs with on-brand, trackable experiences that boost conversions and speed up deal cycles.

Learn more

Frequently Asked Questions

How do I connect FastBill and Storydoc?

Sign up for a free viaSocket account, then authorize both your FastBill and Storydoc 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between FastBill and Storydoc as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from FastBill to Storydoc?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Storydoc. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where FastBill triggers actions in Storydoc, and a separate workflow where Storydoc triggers actions in FastBill. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between FastBill and Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire FastBill and Storydoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.