Connect Tele CRM and FastBill to Build Intelligent Automations
Choose a Trigger
When this happens...
New Leads Created or Modified
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 Tele CRM and FastBill automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Leads Created or Modified
Auto-created action shell
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.
Do thisActions
Action is the task that follows automatically within your Tele CRM integrations.
Create a Lead
Add a lead
Update Lead Details
Update lead details
Search Leads
Search leads by name or email
Create Customer
Creates a new customer in FastBill.
Create Invoice
Creates a new invoice.
Add Payment for Invoice
Adds full payment for an invoice.
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Frequently Asked Questions
To start, connect both your Tele CRM and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in Tele CRM triggers actions in FastBill (or vice versa).
Absolutely. You can customize how Tele CRM 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 Tele CRM 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 Tele CRM 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 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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