Connect Template To and FastBill
Integrate Template To with FastBill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Fastbill when New Template Created in Template To
Create Invoice in FastBill when New Template Created in Template To
Add Payment for Invoice to FastBill when New Template Created in Template To
Send Invoice by Email using FastBill when New Template Created in Template To
Create Revenue in FastBill when New Template Created in Template To
Popular Template To + FastBill flows
Start from a real workflow other teams are already running.
Choose a trigger
Template To
When this happens...
New Template Created
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 Template Created in Template To
Use this flowCreate Invoice in FastBill when New Template Created in Template To
Use this flowAdd Payment for Invoice to FastBill when New Template Created in Template To
Use this flowSend Invoice by Email using FastBill when New Template Created in Template To
Use this flowCreate Revenue in FastBill when New Template Created in Template To
Use this flowAdd Payment for Revenue in FastBill when New Template Created in Template To
Use this flowCreate Offer in FastBill when New Template Created in Template To
Use this flowSearch Customer in FastBill when New Template Created in Template To
Use this flowSearch Invoice in FastBill when New Template Created in Template To
Use this flowCanceling an Invoice in FastBill when New Template Created in Template To
Use this flowSupported Triggers & Actions
Everything you can automate between Template To and FastBill.
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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 Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create Customer
Creates a new customer in FastBill.
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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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 Template To 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 Template To 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 Template To triggers actions in FastBill, and a separate workflow where FastBill triggers actions in Template To. 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 Template To and FastBill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Template To 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.
