Connect Zoho Sign and FastBill to Build Intelligent Automations

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Zoho Sign

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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 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.

Invoice Completed

Invoice Completed

Triggers when an invoice is completed within your FastBill account.

Do thisActions

Action is the task that follows automatically within your Zoho Sign integrations.

Get Document Details

Get Document Details

Get details for a specific document.

Get Document Form Data

Get Document Form Data

Retrieve filled form fields from a specific document.

Create Signature Document

Create Signature Document

Create a new Zoho Sign document using an existing template and assign recipients for signing. The document is created as a draft or sent immediately based on your selection.

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.

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Frequently Asked Questions

How do I start an integration between Zoho Sign and FastBill?

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

Can we customize how data from Zoho Sign is recorded in FastBill?

Absolutely. You can customize how Zoho Sign 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 Zoho Sign and FastBill?

The data sync between Zoho Sign 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 Zoho Sign 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 Zoho Sign and FastBill?

Yes, you can set conditional logic to control the flow of data between Zoho Sign 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.

Zoho Sign

About Zoho Sign

Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.

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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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