Connect Template To and FastBill to Build Intelligent Automations

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Template To

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FastBill

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

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.

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

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 Template To and FastBill?

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

Can we customize how data from Template To is recorded in FastBill?

Absolutely. You can customize how Template To 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 Template To and FastBill?

The data sync between Template To 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 Template To 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 Template To and FastBill?

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

Template To

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.

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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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