Integrate Outseta with FreshBooks
Send information between Outseta and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your FreshBooks when a new deal is created in Outseta
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will automatically generate an estimate within your FreshBooks whenever a new deal is created in Outseta.
How it works
- The flow triggers when a new deal is created in Outseta.
- Zoho Flow creates a new estimate in FreshBooks.
Create an estimate in your FreshBooks when a new deal is created in Outseta
Outseta + FreshBooks
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Supported triggers and actions
Integrate Outseta and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is added
Case created
Triggers when a new case created
Account created
Triggers when a new account is added
Deal created
Triggers when a new deal is created
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 deal
Creates a new deal
Create account
Creates a new account with a new person
Create case
Creates a new case
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Similar apps
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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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