![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Integrate Freshsales with Zoho Books
Send information between Freshsales and Zoho Books automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create an estimate in Zoho Books for every new deal created in your Freshsales
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your Zoho Books whenever a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in Zoho Books.
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create an estimate in Zoho Books for every new deal created in your Freshsales
Freshsales + Zoho Books
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Freshsales and Zoho Books
Connect Freshsales and Zoho Books 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 Freshsales and Zoho Books using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
New deal
Triggers when a new deal is created in the selected view
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
New lead
Triggers when a new lead is created in the selected view
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
New contact
Triggers when a new contact is created in the selected view
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
New account
Triggers when a new account is created in the selected view
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill updated
Triggers when an existing bill is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment received
Triggers when a new payment is made by a customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry updated
Triggers when an existing time entry is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Inventory adjustment made
Triggers when a new inventory adjustment is made
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice created
Triggers when a new recurring invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense created
Triggers when a new expense is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense created
Triggers when a new recurring expense is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment updated
Triggers when a payment made by a customer is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Funds transferred to another account
Triggers when funds are transferred from one account to another
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate updated
Triggers when an existing estimate is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor updated
Triggers when the details of an existing vendor is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer created
Triggers when a new customer is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit created
Triggers when a new vendor credit is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Project created
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry created
Triggers when a new time entry is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry created
Triggers when a new custom module entry is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill created
Triggers when a new recurring bill is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order updated
Triggers when the details of an existing purchase order are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Inventory adjustment updated
Triggers when the details of an existing inventory adjustment is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note created
Triggers when a new credit note is created in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense updated
Triggers when an existing expense is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt created
Triggers when a new sales receipt is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer updated
Triggers when the details of a customer are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order created
Triggers when a new purchase order is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice created
Triggers when a retainer invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order updated
Triggers when the details of an existing sales order are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Project updated
Triggers when an existing project is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note updated
Triggers when the details of an existing credit note are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice updated
Triggers when an existing invoice is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Item created
Triggers when a new item is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Account updated
Triggers when the details of an account in the selected organization are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment made
Triggers when a vendor payment is made
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry updated
Triggers when the details of an existing module entry are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Account transaction added
Triggers when a new account transaction is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan created
Triggers when a new delivery challan is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order created
Triggers when a sales order is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Account created
Triggers when an account is created in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Item updated
Triggers when an existing item is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor created
Triggers when a new vendor is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill created
Triggers when a new bill is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to lead
Adds a note to the selected lead
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Create deal
Creates a new deal
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Create lead
Creates a new lead
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Update lead
Updates the details of an existing lead
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Update contact
Updates the details of an existing contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Convert lead
Converts a lead to contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by email address
Fetches the details of a existing contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by ID
Fetches the details of an existing contact by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by ID
Fetches the details of an existing lead by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by email address
Fetches the details of an existing lead by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send sales order
Sends an existing sales order by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create contact person
Creates a new contact person
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund credit note
Refunds credit note by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to customer
Adds a comment to the specified customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create retainer invoice
Creates a new retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update customer SMS notification status
Updates the status of an existing customer SMS notification
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create estimate
Creates a new estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create custom module entry
Creates a new custom module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send credit note
Sends the specified credit note to a recipient
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send retainer invoice
Sends an existing retainer invoice by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create inventory adjustment
Creates a new inventory adjustment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create credit note
Creates a new credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add user
Adds a new user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create expense
Creates a new expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send estimate
Sends an existing estimate to the specified recipients
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bill
Creates a new bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create item
Creates a new item
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create delivery challan
Creates a new delivery challan
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Request payment information
Requests payment information from the specified contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales person
Creates a new sales person
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create time entry
Creates a new time entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor
Creates a new vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring invoice
Creates a new recurring invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Enable portal access
Enables portal access for the specified customer or vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to credit note
Adds a comment to the specified credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to bill
Adds a comment to the specified bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to purchase order
Adds a comment to the specified purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring bill
Creates a new recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create payment link
Creates a new payment link
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor credit
Creates a new vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create invoice
Creates a new invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Assign user to project
Assigns the specified user to an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice reminder status
Updates the status of an existing invoice reminder
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to project
Adds a comment to the specified project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales receipt
Creates a new sales receipt
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create account
Creates a new account in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send purchase order
Sends an existing purchase order by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Mark as primary contact person
Marks the specified contact as the primary contact of the company
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create journal
Creates a new journal
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bank transaction
Creates a new bank transaction
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Invite user to project
Invites a new user to the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales order
Creates a new sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring expense
Creates a new recurring expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor
Adds a comment to the specified vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to invoice
Adds a comment to the specified invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to estimate
Adds a comment to the specified estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create purchase order
Creates a new purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send invoice
Sends an existing invoice by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Record vendor payment
Records a payment for an existing vendor invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to sales order
Adds a comment to the specified sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add address
Adds an address to a customer or vendor contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Record customer payment
Records a payment for an existing customer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create public share link
Creates a public share link for the selected module
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Record retainer invoice payment
Records payment for an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund customer payment
Refunds the specified payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create customer
Creates a new customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor credit
Adds a comment to the specified vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve sales order
Submits or approves an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update expense
Updates the details of an existing expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update item
Updates the details of an existing item
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Link customer to vendor
Links the customer to an existing vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve vendor credit
Submits or approves an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply credit to invoice
Adds a credit note to the specified invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve credit note
Submits or approves an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user status
Updates the status of an existing user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject retainer invoice
Rejects an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring bill
Stops or resumes an existing recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring invoice
Updates the details of an existing recurring invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update account
Updates the details of an account in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact status
Updates the status of an existing customer or vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note
Updates the details of an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject purchase order
Rejects an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring bill
Updates the details of an existing recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve invoice
Submits or approves an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate
Updates the details of an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit status
Updates the details of an existing credit status
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update time entry
Updates an existing time entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject invoice
Rejects an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve estimate
Submits or approves an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order status
Updates the status of an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update journal
Updates the details of an existing journal
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice status
Updates the status of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project
Updates the details of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice
Updates the details of an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill status
Updates the status of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate status
Updates the status of an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update task
Updates the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve bill
Submits or approves an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill
Updates the details of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject estimate
Rejects an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update delivery challan
Updates the details of an existing delivery challan
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve purchase order
Submits or approves an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update custom module entry
Updates the details of a existing custom module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject bill
Rejects an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject sales order
Rejects an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice status
Updates the details of an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order status
Updates the status of an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update payment link
Updates the details of an existing payment link
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project status
Updates the status of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user
Updates the details of an existing user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject vendor credit
Rejects an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring expense
Updates the details of an existing recurring expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order
Updates the details of an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact person
Updates the details of an existing contact person
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit
Updates the details of an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject credit note
Rejects an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update customer
Updates the details of an existing customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update address
Updates the details of an existing customer or vendor address
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor
Updates the details of an existing vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring expense
Stops or resumes an existing recurring expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note status
Updates the status of an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch item
Fetches the details of an existing item by its ID, number or name.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch journal
Fetches the details of an existing journal
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor
Fetches the details of an existing vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch payment link
Fetches the details of an existing payment link
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch estimate
Fetches the details of an existing estimate by its number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch credit note
Fetches the details of an existing credit note by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch account
Fetches the details of an existing account by its ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer payment
Fetches the details of an existing customer payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor credit
Fetches the details of an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch purchase order
Fetches the details of an existing purchase order by its number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor payment
Fetches the details of an existing vendor payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer
Fetches the details of an existing customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring bill
Fetches the details of an existing recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch expense
Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch invoice
Fetches the details of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch delivery challan
Fetches the details of an existing delivery challan
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales order
Fetches the details of an existing sales order by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bill
Fetches the details of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales receipt
Fetches the details of an existing sales receipt by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch custom module entry
Fetches the details of an existing custom module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch user
Fetches the details of an existing user by email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Convert sales order to invoice
Converts an existing sales order to an invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bank account
Fetches the details of an existing bank account
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 Zoho Books?
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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