Integrate Livespace with FreshBooks

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

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Generate an estimate within your FreshBooks automatically, When a new deal is created in Livespace

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 Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new estimate in FreshBooks.
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Generate an estimate within your FreshBooks automatically, When a new deal is created in Livespace

Livespace + FreshBooks

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Supported triggers and actions

Integrate Livespace and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Payment added

Triggers when a new payment is added

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Client created

Triggers when a new client 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

All Actions - Actions are the automated tasks

Create task

Creates a new task

Add deal note

Adds a note to the specified deal

Create company

Creates a new company

Create person

Creates a new person

Add company note

Adds a note to the specified company

Add person note

Adds a note to the specified person

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Fetch deal

Fetches the details of an existing deal

Fetch company

Fetches the details of an existing company

Fetch person

Fetches the details of an existing person

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Create invoice

Creates a new invoice

Create project

Creates a new project

Create estimate

Creates a new estimate

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 client - By ID

Fetches the details of an existing client by ID

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 email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

What is Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, 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

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Logic

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Custom functions

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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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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CEO, Fabricroot

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