Connect SugarCRM and FastBill
Integrate SugarCRM with FastBill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Fastbill when New Record Created in SugarCRM
Create Invoice in FastBill when New Record Created in SugarCRM
Add Payment for Invoice to FastBill when New Record Created in SugarCRM
Send Invoice by Email using FastBill when New Record Created in SugarCRM
Create Revenue in FastBill when New Record Created in SugarCRM
Popular SugarCRM + FastBill flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarCRM
When this happens...
New Record Created
Record Updated
Choose an action
FastBill
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
Create Customer in Fastbill when New Record Created in SugarCRM
Use this flowCreate Invoice in FastBill when New Record Created in SugarCRM
Use this flowAdd Payment for Invoice to FastBill when New Record Created in SugarCRM
Use this flowSend Invoice by Email using FastBill when New Record Created in SugarCRM
Use this flowCreate Revenue in FastBill when New Record Created in SugarCRM
Use this flowAdd Payment for Revenue in FastBill when New Record Created in SugarCRM
Use this flowCreate Offer in FastBill when New Record Created in SugarCRM
Use this flowSearch Customer in FastBill when New Record Created in SugarCRM
Use this flowSearch Invoice in FastBill when New Record Created in SugarCRM
Use this flowCanceling an Invoice in FastBill when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and FastBill.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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.
Do thisActions
Action is the task that follows automatically within your SugarCRM integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and FastBill 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.
Yes. viaSocket uses instant triggers where available, so data moves between SugarCRM and FastBill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach FastBill. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in FastBill, and a separate workflow where FastBill triggers actions in SugarCRM. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between SugarCRM and FastBill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and FastBill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
