Connect Opportify and FastBill to Build Intelligent Automations

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Opportify

When this happens...

Choose an Action

FastBill

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Actions and Triggers

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 Opportify integrations.

Analyze Email

Analyze Email

Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.

Analyze an IP address

Analyze an IP address

Get location, risk, and business insights for an IP address.

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.

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Frequently Asked Questions

How do I start an integration between Opportify and FastBill?

To start, connect both your Opportify and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in Opportify triggers actions in FastBill (or vice versa).

Can we customize how data from Opportify is recorded in FastBill?

Absolutely. You can customize how Opportify 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.

How often does the data sync between Opportify and FastBill?

The data sync between Opportify and FastBill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Opportify to FastBill?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Opportify and FastBill?

Yes, you can set conditional logic to control the flow of data between Opportify 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.

Opportify

About Opportify

Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.

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FastBill

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.

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