Integrate OnePageCRM with Freee
Send information between OnePageCRM and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for recently won deals in OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Freee each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice for the selected company in Freee.
Create an invoice in Freee for recently won deals in OnePageCRM
OnePageCRM + Freee
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Supported triggers and actions
Integrate OnePageCRM and Freee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
Transaction added
Triggers when a new transaction is added for the selected company
Item added
Triggers when a new item is added under the selected company
Invoice added
Triggers when a new invoice is added for the selected company
Partner added
Triggers when a new partner is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create transaction
Creates a new transaction for the selected company
Create item
Creates a new item under the selected company
Create partner
Creates a new partner for the selected company
Create invoice
Creates a new invoice for the selected company
Update partner
Updates the details of an existing partner
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch tax by code
Fetches the details of a tax by code
Fetch tag by ID
Fetches a tag by ID
Fetch company by ID
Fetches the details of an existing company by ID
Fetch tag by name
Fetches a tag by name
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch department by ID
Fetches the details of an existing department by ID
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch account item by name
Fetches the details of an existing account item by name
Fetch item by ID
Fetches the details of an existing item by ID
What is Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
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