Integrate PipelineDeals with FreshBooks
Send information between PipelineDeals and FreshBooks automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in FreshBooks for new deals created in your PipelineDeals
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will automatically generate an estimate within your FreshBooks whenever a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in FreshBooks.
Prepare an estimate in FreshBooks for new deals created in your PipelineDeals
PipelineDeals + FreshBooks
Create an invoice in FreshBooks for newly acquired deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in FreshBooks each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in FreshBooks.
Create an invoice in FreshBooks for newly acquired deals in PipelineDeals
PipelineDeals + FreshBooks
Build your own integrations between PipelineDeals and FreshBooks
Connect PipelineDeals and FreshBooks with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact 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 activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
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 PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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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