Integrate Moskit with FreshBooks
Send information between Moskit and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Prepare an estimate in FreshBooks for new deals created in your Moskit
Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Moskit.
How it works
- The flow triggers when a new deal is created in Moskit.
- Zoho Flow creates a new estimate in FreshBooks.
Prepare an estimate in FreshBooks for new deals created in your Moskit
Moskit + FreshBooks
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Supported triggers and actions
Integrate Moskit and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Company
Triggers when a new company is created
New Contact
Triggers when a new contact is created
New Activity
Triggers when a new activity is created
New Deal
Triggers when a new deal 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 Company
Creates a new company
Create Contact
Creates a new contact
Create Deal
Creates a new deal
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 Moskit?
Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.
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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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Build comprehensive workflows using
Webhook triggers
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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