

Integrate Salesmate with FreshBooks
Send information between Salesmate and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create an estimate in FreshBooks for every new deal created in your Salesmate
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will automatically generate an estimate within your FreshBooks whenever a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in FreshBooks.


Create an estimate in FreshBooks for every new deal created in your Salesmate
Salesmate + FreshBooks

Build your own integrations between Salesmate and FreshBooks
Connect Salesmate 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 Salesmate and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Company created
Triggers when a new company is created

Deal created
Triggers when a new deal is created

Contact created
Triggers when a new contact is created

Activity created
Triggers when a new activity 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

Create contact
Creates a new contact

Create deal
Creates a new deal

Create company
Creates a new company

Update contact
Updates the details of an existing contact

Update activity
Updates the details of an existing activity

Update deal
Updates the details of an existing deal

Update company
Updates the details of an existing company

Fetch contact
Fetches the details of a contact by name, ID, or email

Fetch deal
Fetches the details of a deal by title or ID

Fetch company
Fetches the details of a company by name, ID, or website

Fetch activity
Fetches the details of an activity by title or ID

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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >