CentralStation CRM + FastBill Integration

Integrate CentralStation CRM to FastBill in one click, or tell Integrately AI how you want each deal handled. Generate professional invoices, record customer details, and keep your financial bookkeeping synchronized automatically.

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1.
  • CentralStation CRM
    Task is created in CentralStation CRM
  • CentralStation CRM
    Project is updated in CentralStation CRM Instant
  • CentralStation CRM
    Project is created in CentralStation CRM Instant
  • CentralStation CRM
    Person is updated in CentralStation CRM Instant
  • CentralStation CRM
    Person is created in CentralStation CRM Instant
  • CentralStation CRM
    Deal is updated in CentralStation CRM Instant
  • CentralStation CRM
    Deal is created in CentralStation CRM Instant
  • CentralStation CRM
    Company is updated in CentralStation CRM Instant
  • CentralStation CRM
    Company is created in CentralStation CRM Instant
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2.
  • CentralStation CRM
    Update person in CentralStation CRM
  • CentralStation CRM
    Update company in CentralStation CRM
  • CentralStation CRM
    Search company in CentralStation CRM
  • CentralStation CRM
    Update project in CentralStation CRM
  • CentralStation CRM
    Search projects in CentralStation CRM
  • CentralStation CRM
    Search person in CentralStation CRM
  • CentralStation CRM
    Add a tag to person in CentralStation CRM
  • CentralStation CRM
    Create person in CentralStation CRM
  • CentralStation CRM
    Create company in CentralStation CRM
  • CentralStation CRM
    Create deal in CentralStation CRM
  • CentralStation CRM
    Create project in CentralStation CRM
  • CentralStation CRM
    Create task in CentralStation CRM
  • FastBill
    Create customer in FastBill
  • FastBill
    Finalize invoice in FastBill
  • FastBill
    Add revenue in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Create offer in FastBill

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Ready Workflows Ready Workflows for CentralStation CRM + FastBill Integration

Create invoices from new deals, add customer records, finalise billing, and track incoming revenue, all in just one click.

Most popular automationsmost-popular-automations
CentralStation CRM + FastBill Integration

Create FastBill contact from new CentralStation CRM company

If you have created a company in CentralStation CRM, it's important to create a contact in FastBill. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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CentralStation CRM + FastBill Integration

Create FastBill order for new CentralStation CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. CentralStation CRM and FastBill work together to make accounting and bookkeeping simple.

When you create a deal in CentralStation CRM, it will automatically create an order in FastBill. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with CentralStation CRM and FastBill.
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CentralStation CRM + FastBill Integration

Create FastBill contact for new CentralStation CRM person

In order to keep your accounting and customer records in sync, when you create a person in CentralStation CRM, this automation will automatically create a contact in FastBill.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with CentralStation CRM and FastBill!
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Connect more apps to your CentralStation CRM + FastBill flow

Sync financial records with payment gateways, notify your team on messaging apps, and keep all operational tools aligned. Pick a combination and activate it in one click.

CentralStation CRM
FastBill
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StripeStripe (4)
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GmailGmail (4)
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SlackSlack (4)
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TrelloTrello (4)
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Google DriveGoogle Drive (4)
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CalendlyCalendly (4)
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When a new deal is created in CentralStation CRM, create a FastBill invoice and charge the customer in Stripe
New deals in CentralStation CRM instantly generate a FastBill invoice and process the payment through Stripe without manual data entry.
C
F
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When a person is created in CentralStation CRM, create a FastBill customer and set up a Stripe customer profile
New contacts in CentralStation CRM are automatically registered as billing customers in FastBill and Stripe.
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F
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When a company is created in CentralStation CRM, add a FastBill customer and record payment details in Stripe
CentralStation CRM company records automatically establish FastBill billing profiles and Stripe payment accounts.
C
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When a deal is updated in CentralStation CRM, finalize the FastBill invoice and update subscription data in Stripe
Deal adjustments in CentralStation CRM automatically finalise FastBill invoices and update Stripe records.

Supported triggers and actions for CentralStation CRM and FastBill

Mix and match to build the exact automation you need

CentralStation CRM
CentralStation CRM Triggers & Actions
Task is created in CentralStation CRM
Triggers when a new task is created in Central Station CRM
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Instant
Project is updated in CentralStation CRM
Triggers when a project is updated in Central Station CRM
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Instant
Project is created in CentralStation CRM
Triggers when a new project is created in Central Station CRM
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Instant
Person is updated in CentralStation CRM
Triggers when a person is updated in Central Station CRM
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Instant
Person is created in CentralStation CRM
Triggers when a new person is created in Central Station CRM
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Instant
Deal is updated in CentralStation CRM
Triggers when a deal is updated in Central Station CRM
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Instant
Deal is created in CentralStation CRM
Triggers when a new deal is created in Central Station CRM
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Instant
Company is updated in CentralStation CRM
Triggers when a company is updated in Central Station CRM
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Instant
Company is created in CentralStation CRM
Triggers when a new company is created in Central Station CRM
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Update person in CentralStation CRM
Update an existing person in Central Station CRM
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Update company in CentralStation CRM
Create a new company in Central Station CRM
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Search company in CentralStation CRM
Try it โ†’
Update project in CentralStation CRM
Update an existing project in Central Station CRM
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Search projects in CentralStation CRM
Search for projects in Central Station CRM
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Search person in CentralStation CRM
Search for people using email or phone number
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Add a tag to person in CentralStation CRM
Add a tag to an existing person in Central Station CRM
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Create person in CentralStation CRM
Create a new person in Central Station CRM
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Create company in CentralStation CRM
Create a new company in Central Station CRM
Try it โ†’
Create deal in CentralStation CRM
Create a new deal in Central Station CRM
Try it โ†’
Create project in CentralStation CRM
Create a new project in Central Station CRM
Try it โ†’
Create task in CentralStation CRM
Create a new task in Central Station CRM
Try it โ†’
FastBill
FastBill Triggers & Actions
No trigger is available
Create customer in FastBill
Adds a new customer to the database
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Finalize invoice in FastBill
Generates and send finalized invoice to client
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Add revenue in FastBill
Logs new revenue
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Create invoice in FastBill
Generates invoices for sales transactions
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Create offer in FastBill
Creates a new offer
Try it โ†’

What can you automate with CentralStation CRM + FastBill?

Streamline your entire sales-to-billing cycle by connecting CentralStation CRM triggers directly to FastBill financial operations.

What you can automate?
๐Ÿงพ
Generate invoices from closed deals
Turn every new deal created in CentralStation CRM into a professional invoice in FastBill automatically. Eliminate double-handling and ensure billing starts the second a deal is won.
๐Ÿ‘ฅ
Sync customer profiles instantly
Capture contact details from new people and companies created in CentralStation CRM and build matching customer profiles in FastBill without manual copy-pasting.
๐Ÿ””
Alert finance teams on new revenue
Send instant notifications to your accounting channel whenever a FastBill invoice is generated from a CentralStation CRM deal, keeping your finance desk informed.
๐Ÿ”€
Route offers based on deal tier
Create different FastBill offers or invoices depending on the specific deal value or product type submitted in your CentralStation CRM records.
๐Ÿ”„
Keep billing data updated
Automatically update FastBill customer details and invoices whenever contact records or deal parameters are modified in CentralStation CRM.
๐Ÿ”
Prevent duplicate customer accounts
Search existing FastBill records before creating new customer entries, ensuring clean bookkeeping and organized financial data.
๐Ÿ“Š
Finalize invoices upon status changes
Finalize draft invoices in FastBill automatically when deal stages transition to closed-won in CentralStation CRM.
โœ‰๏ธ
Dispatch billing emails automatically
Extend your CentralStation CRM and FastBill workflow by emailing newly generated invoices directly to clients through Gmail the moment they are created.
And much more...

Who is CentralStation CRM + FastBill integration for?

Connecting CentralStation CRM to FastBill eliminates manual data entry between your sales pipeline and bookkeeping system, empowering teams to work faster and eliminate billing errors.

Financial analysts
Financial analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations managers
Operations managers
Project managers
Project managers
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial analysts
You review revenue reports and bookkeeping records to advise leadership, but your financial summaries are always delayed because invoices must be exported by hand โ€” integrating these apps means every new deal creates a FastBill invoice instantly and your reports stay current.
โšก
Sales representatives
You close deals in CentralStation CRM and need billing documents sent immediately, but waiting on finance creates friction with impatient clients โ€” connecting these apps means every closed deal triggers instant invoicing so your customer handover is seamless.
๐Ÿ“‹
Account managers
You manage client accounts and need to verify payment histories before calls, but missing billing data leaves you unprepared โ€” automating both apps means customer records and invoices stay aligned across platforms without manual cross-referencing.
๐Ÿ”„
Operations managers
You handle high volumes of client onboarding and billing tasks every day, but manual data entry causes bottlenecks in your administrative workflow โ€” with this integration, customer creation and invoice generation happen automatically as deals progress.
๐Ÿ’ผ
Project managers
You depend on sales handovers to kick off client projects, but delays in invoice creation stall your project start dates โ€” automating both apps means project kickoffs and billing documents are generated the moment a deal is won.
๐Ÿ—‚๏ธ
Bookkeepers
You maintain financial ledgers and need complete transaction histories, but gaps appear when sales data fails to reach your accounting software โ€” this integration means every transaction and customer profile is logged accurately in FastBill from day one.
Our team

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Why choose Integrately to automate CentralStation CRM + FastBill

Build and manage your CentralStation CRM + FastBill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CentralStation CRM + FastBill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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2
Connect Accounts
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Frequently Asked Questions

How do I connect CentralStation CRM to FastBill?
Frequently Asked Questions
You can connect CentralStation CRM to FastBill in 1 click using ready-made templates or ask Integrately AI to build your automation. Link your accounts, select your triggers, and let apps like Slack or Gmail coordinate your workflow seamlessly.
Can I automatically create FastBill invoices when deals are closed in CentralStation CRM?
Frequently Asked Questions
Can I connect CentralStation CRM, FastBill, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CentralStation CRM and FastBill?
Frequently Asked Questions
How are customer records synced between CentralStation CRM and FastBill?
Frequently Asked Questions
Can I finalise draft invoices in FastBill based on CentralStation CRM deal updates?
Frequently Asked Questions
Do I need coding skills to automate CentralStation CRM and FastBill?
Frequently Asked Questions
Is the CentralStation CRM and FastBill integration free?
Frequently Asked Questions
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You Can Also Connect CentralStation CRM or FastBill With 1500+ Other Apps

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FastBill
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Sync FastBill with payment processors, spreadsheet software, and reporting tools to keep your accounting data accurate.
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