FastBill + Streak Integration

Connect FastBill to Streak in 1 click

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Popular FastBill + Streak Workflows

Create FastBill contact from new Streak company

If you have created a company in Streak, 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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Create FastBill contact for new Streak contact

In order to keep your accounting and customer records in sync, when you create a contact in Streak, 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 Streak and FastBill!

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Create Custom Workflow

Contact is created in Streak Instant
Contact is updated in Streak Instant
Box is created in Streak Instant
Box stage is changed in Streak Instant
Box is updated in Streak Instant
Box is moved between pipelines in Streak Instant
Meeting note or call log is created in Streak Instant
Task is created in Streak Instant
Task is due in Streak Instant
Task is completed in Streak Instant
Organization is created in Streak Instant
Organization is updated in Streak Instant
Comment is added to box in Streak Instant

Finalize invoice in FastBill
Add revenue in FastBill
Create invoice in FastBill
Create offer in FastBill
Create customer in FastBill
Add contact in Streak
Update contact in Streak
Search contact in Streak
Create task in Streak
Update task in Streak
Create box in Streak
Update box in Streak
Search box in Streak
Create meeting/call log in Streak
Add contact to box in Streak
Retrieve file by file key in Streak
Link boxes in Streak
Retrieve full thread by key in Streak
Search organization in Streak
Create comment in Streak

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate FastBill & Streak In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect FastBill or Streak With 1200+ Other Apps

Ditch the paperwork! FastBill automates invoicing, receipt management, and bookkeeping for freelancers and small businesses. Create professional invoices, categorize expenses, and gain real-time financial insights - all in one secure platform.

See FastBill Integrations

Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.

See Streak Integrations