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Integrate Pipedrive with FreeAgent
Send information between Pipedrive and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in FreeAgent for new deals created in your Pipedrive
Generate estimates instantly when a deal is created in your pipeline management tool, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in FreeAgent.
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Prepare an estimate in FreeAgent for new deals created in your Pipedrive
Pipedrive + FreeAgent
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Create an invoice in FreeAgent for the latest closed deals in Pipedrive
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in FreeAgent each time a deal is won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for the latest closed deals in Pipedrive
Pipedrive + FreeAgent
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Build your own integrations between Pipedrive and FreeAgent
Connect Pipedrive and FreeAgent 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 Pipedrive and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact person created
Triggers when a new contact person is created
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Pipeline stage created
Triggers when a new pipeline stage is created
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Organization created
Triggers when a new organization is created
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Activity updated
Triggers when any detail of an existing activity is updated
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Contact person updated
Triggers when any detail of an existing contact person is updated
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Deal created
Triggers when a new deal is created
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Pipeline created
Triggers when a new pipeline is created
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Activity created
Triggers when a new activity is created
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Deal updated
Triggers when any detail of an existing deal is updated
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Note added
Triggers when a new note is added
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Note updated
Triggers when an existing note is updated
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Bill created
Triggers when a new bill is created
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User created
Triggers when a new user is created
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Invoice created
Triggers when a new invoice is created in the selected project
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Estimate created
Triggers when a new estimate is created in the selected project
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Price list item created
Triggers when a new price list item is created
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Project created
Triggers when a new project is created
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Contact created
Triggers when a new contact is created
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Project note added
Triggers when a new note is added for the selected project
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Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create contact person
Creates a new contact person for the selected organization
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Create deal
Creates a new deal
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Update deal
Updates the details of an existing deal
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Create product
Creates a new product
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Create organization
Creates a new organization
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Create activity
Creates a new activity
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Create lead
Creates a new lead
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Update product
Updates the details of an existing product
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Update notes
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update organization
Updates the details of an existing organization
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Update activity
Updates the details of an existing activity
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Update contact person
Updates the details of an existing contact person
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Fetch product by name
Fetches the details of an existing product by name
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Fetch organization by name
Fetches the details of an existing organization by name
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Fetch lead
Fetch the details of an existing lead by ID or title
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Fetch activity
Fetches the details of an existing user activity
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Fetch deal by ID
Fetches the details of an existing deal by ID
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Fetch person by phone number
Fetches the details of an existing person by phone number
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Fetch user by name
Fetches the details of an existing user by name
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Fetch person by name
Fetches the details of an existing person record by name
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Fetch person by ID
Fetches the details of an existing person record by ID
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Create credit note
Creates a new credit note
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Create contact
Creates a new contact
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Create journal set
Creates a new journal set
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Add note to project
Adds a note to the selected project
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Add estimate item
Adds a new item to an existing estimate
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Add invoice item
Adds a new item to an existing invoice
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Add note to contact
Adds a note to the selected contact
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Create expenses
Creates a new expenses
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Create task
Creates a new task in the selected project
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Create project
Creates a new project
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Create bill
Creates a new bill
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Update contact
Updates details of the selected contact
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Update estimate status
Updates the status of an existing estimate by ID
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Update credit note status
Updates the status of an existing credit note using credit note ID
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Update task
Updates the details of an existing task
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Convert to credit note
Convert a draft negative invoice to a credit note
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Email an invoice
Sends an existing invoice by invoice ID
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Fetch invoice
Fetches details of the exisiting invoice by ID
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Fetch contact
Fetches details of the selected contact
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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