Integrate Zoho CRM with Freee
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Generate an invoice in Freee for newly closed deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Freee each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice for the selected company in Freee.
Generate an invoice in Freee for newly closed deals in Zoho CRM
Zoho CRM + Freee
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Supported triggers and actions
Integrate Zoho CRM and Freee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
Updated deal
Triggers when an existing deal is updated
New note
Triggers when a new note is added
New user
Triggers when a new user 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 or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Add user
Adds a new user
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected record
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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 Zoho CRM?
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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