Connect SmartSuite and FastBill to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SmartSuite
Choose an Action
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
Ready to use SmartSuite and FastBill automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
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 SmartSuite integrations.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
List Comments
List all Comments
List Tables
Lists all Tables
List Solutions
Lists all Solutions in the Workspace.
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Frequently Asked Questions
To start, connect both your SmartSuite and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSuite triggers actions in FastBill (or vice versa).
Absolutely. You can customize how SmartSuite 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 SmartSuite 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 SmartSuite 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.
About SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
Learn MoreAbout 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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