
When this happens...
New Contact

Automatically do this!
Create Customer
Create Invoice
Add Payment for Invoice
Send Invoice by Email
Create Revenue
Add Payment for Revenue
Create Offer
Search Customer
Search Invoice
Canceling an Invoice
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new contact created.
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.
Action is the task that follows automatically within your Holded integrations.
Create a new contact.
Get all your contact by phone number.
Update a specific contact.
Create a new product.
Get all your products.
Create a new payment.

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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 Holded and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in FastBill (or vice versa).
Absolutely. You can customize how Holded data is recorded in FastBill. This includes choosing which data fields go into which fields of FastBill, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and FastBill 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 Holded and FastBill. 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.
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Learn MoreFastBill 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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