![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
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
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Prepare an estimate in FreshBooks for new deals created in your Onpipeline
Onpipeline + FreshBooks
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Generate an invoice in FreshBooks for newly closed deals in Onpipeline
Onpipeline + FreshBooks
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Onpipeline and FreshBooks
Connect Onpipeline and FreshBooks with over 750+ 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
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Deal updated
Triggers when an existing deal is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Person added
Triggers when a new contact person is added
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Organization created
Triggers when a new organization is created
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Deal updated as won
Triggers when a deal is updated as won
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Event updated
Triggers when a calendar event is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Deal created
Triggers when a new deal is created
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Event created
Triggers when a new calendar event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Payment added
Triggers when a new payment is added
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Project created
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Client created
Triggers when a new client is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Time entry added
Triggers when an new time entry is added
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Expense created
Triggers when a new expense is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Create deal
Creates a new deal
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Add lead
Creates a new lead
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Add organization
Adds a new organization
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Update deal
Updates the details of an existing deal
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Update person
Updates the details of an existing contact person
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Add person
Adds a new contact person
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Update organization
Updates the details of an existing organization
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Fetch organization
Fetches the details of an existing organisation by name
![](https://flow-au-public.nimbuspop.com/flow-apps/onpipeline.png)
Fetch person
Fetches the details of an existing person by full name
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Create expense
Creates a new expense
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Create client
Creates a new client
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Create invoice
Creates a new invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Create estimate
Creates a new estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Update project
Updates the details of an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Update expense
Updates the details of an existing expense
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Update estimate
Updates the details of an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Update client
Updates the details of an existing client
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Fetch client - By ID
Fetches the details of an existing client by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Fetch invoice
Fetches the details of an existing invoice by number
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Fetch estimate
Fetches the details of an existing estimate by number
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
Fetch client - By email address
Fetches the details of an existing client by email address
![](https://flow-au-public.nimbuspop.com/flow-apps/freshbooks.png)
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.
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.
Similar apps
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