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Integrate PipelineDeals with FreshBooks
Send information between PipelineDeals and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Prepare an estimate in FreshBooks for new deals created in your PipelineDeals
PipelineDeals + FreshBooks
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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.
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Create an invoice in FreshBooks for newly acquired deals in PipelineDeals
PipelineDeals + FreshBooks
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Build your own integrations between PipelineDeals and FreshBooks
Connect PipelineDeals 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 PipelineDeals and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New deal
Triggers when a new deal is created
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Expense created
Triggers when a new expense is created
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Time entry added
Triggers when an new time entry is added
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Invoice created
Triggers when a new invoice is created
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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Add person
Adds a new person
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Create deal
Creates a new deal
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Create task
Creates a new calendar task
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Create invoice
Creates a new invoice
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Create expense
Creates a new expense
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Create task
Creates a new task
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Create client
Creates a new client
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Update client
Updates the details of an existing client
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Update task
Updates the details of an existing task
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch client - By email address
Fetches the details of an existing client by email address
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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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