Integrate Freshsales with InvoiceXpress
Send information between Freshsales and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Create an estimate in your InvoiceXpress when a new deal is created in Freshsales
Generate estimates instantly when a deal is created in your customer relationship management platform, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in your InvoiceXpress when a new deal is created in Freshsales
Freshsales + InvoiceXpress
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Supported triggers and actions
Integrate Freshsales and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New account
Triggers when a new account is created in the selected view
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Purchase order added
Triggers when a new purchase order is added
Item added
Triggers when a new item is added
Client added
Triggers when a new client is added
All Actions - Actions are the automated tasks
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Add note to contact
Adds a note to the selected contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
Create client
Creates a new client
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create purchase order
Creates a new purchase order
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Fetch client by ID
Fetches the details of an existing client by id
Fetch client by code
Fetches the details of an existing client by code
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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