Integrate Kizen with FreshBooks

Send information between Kizen and FreshBooks automatically, without writing any code, using Zoho Flow.

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Create an estimate in your FreshBooks when a new deal is created in Kizen

Generate estimates instantly when a deal is created in your recruitment software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your FreshBooks whenever a new deal is created in Kizen.

How it works
  1. The flow triggers when a new deal is created in Kizen.
  2. Zoho Flow creates a new estimate in FreshBooks.
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Create an estimate in your FreshBooks when a new deal is created in Kizen

Kizen + FreshBooks

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Supported triggers and actions

Integrate Kizen and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added

Form submission made

Triggers when a new submission is received for an existing form

Deal created

Triggers when a new deal is created

Company added

Triggers when a new company is added

Time entry added

Triggers when an new time entry is added

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Payment added

Triggers when a new payment is added

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create deal

Creates a new deal

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

Fetch company

Fetches the details of an existing company

Create project

Creates a new project

Create estimate

Creates a new estimate

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Create invoice

Creates a new invoice

Update project

Updates the details of an existing project

Update invoice

Updates the details of an existing invoice

Update expense

Updates the details of an existing expense

Update estimate

Updates the details of an existing estimate

Update task

Updates the details of an existing task

Update client

Updates the details of an existing client

Fetch invoice

Fetches the details of an existing invoice by number

Fetch estimate

Fetches the details of an existing estimate by number

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch user

Fetches the details of an existing user by email address

Fetch client - By email address

Fetches the details of an existing client by email address

What is Kizen?

Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.

CRM

What is FreshBooks?

FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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