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Integrate Agendor with FreshBooks
Send information between Agendor and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in FreshBooks for every new deal created in your Agendor
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will create an estimate in your FreshBooks when a new deal is created in Agendor.
How it works
- The flow triggers when a new deal is created in Agendor.
- Zoho Flow creates a new estimate in FreshBooks.
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Create an estimate in FreshBooks for every new deal created in your Agendor
Agendor + FreshBooks
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Create an invoice in FreshBooks for newly acquired deals in Agendor
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in FreshBooks each time a deal is won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in FreshBooks.
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Create an invoice in FreshBooks for newly acquired deals in Agendor
Agendor + FreshBooks
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Build your own integrations between Agendor and FreshBooks
Connect Agendor and FreshBooks with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agendor and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Person created
Triggers when a new person is created
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Company created
Triggers when a new company is created
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Company updated
Triggers when the details of a company is updated
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Person updated
Triggers when the details of a person is updated
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Deal updated
Triggers when a the details of a deal is updated
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Deal created
Triggers when a new deal is created
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Payment added
Triggers when a new payment is added
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Invoice created
Triggers when a new invoice is created
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Project created
Triggers when a new project is created
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Client created
Triggers when a new client is created
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Time entry added
Triggers when an new time entry is added
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create company deal
Creates a new company deal
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Create person deal
Creates a person deal
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Create person
Creates a person .
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Update deal status
Updates the status of the specified deal
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Update person
Updates the details of the specified person
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Update deal
Updates the basic details of the specified deal
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Update company
Updates the details of the specified company
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Fetch user
Fetches the details of the specified user
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Fetch person
Fetch the details of the specified person
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Fetch company
Fetches the details of an existing company
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Create expense
Creates a new expense
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Create task
Creates a new task
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Create client
Creates a new client
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Create invoice
Creates a new invoice
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Update task
Updates the details of an existing task
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Update client
Updates the details of an existing client
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch client - By email address
Fetches the details of an existing client by email address
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Fetch user
Fetches the details of an existing user by email address
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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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