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Integrate Onpipeline with FreshBooks
Send information between Onpipeline and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in FreshBooks for new deals created in your Onpipeline
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in FreshBooks.
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Prepare an estimate in FreshBooks for new deals created in your Onpipeline
Onpipeline + FreshBooks
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Generate an invoice in FreshBooks for newly closed deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in FreshBooks for every finalised deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in FreshBooks.
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Generate an invoice in FreshBooks for newly closed deals in Onpipeline
Onpipeline + FreshBooks
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Build your own integrations between Onpipeline and FreshBooks
Connect Onpipeline 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 Onpipeline and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when an existing deal is updated
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Person added
Triggers when a new contact person is added
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Organization created
Triggers when a new organization is created
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Deal updated as won
Triggers when a deal is updated as won
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Event updated
Triggers when a calendar event is updated
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Deal created
Triggers when a new deal is created
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Event created
Triggers when a new calendar event 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 deal
Creates a new deal
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Add lead
Creates a new lead
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Add organization
Adds a new organization
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Update deal
Updates the details of an existing deal
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Update person
Updates the details of an existing contact person
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Add person
Adds a new contact person
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Update organization
Updates the details of an existing organization
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Fetch organization
Fetches the details of an existing organisation by name
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Fetch person
Fetches the details of an existing person by full name
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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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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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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