Integrate Sellf with FreshBooks

Send information between Sellf and FreshBooks automatically, without writing any code, using Zoho Flow.

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Create an estimate in FreshBooks for every new deal created in your Sellf

Automate the generation of estimates for new deals in your organization software to streamline sales and accounting processes. This flow will prepare an estimate in FreshBooks for a new deal created in your Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  2. Zoho Flow creates a new estimate in FreshBooks.
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Create an estimate in FreshBooks for every new deal created in your Sellf

Sellf + FreshBooks

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Supported triggers and actions

Integrate Sellf and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Deal

Triggers when a new deal is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Company

Triggers when a new company is created

New Person

Triggers when a new person is created

Expense created

Triggers when a new expense is created

Time entry added

Triggers when an new time entry is added

Estimate created

Triggers when a new estimate is created

Payment added

Triggers when a new payment is added

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client is created

All Actions - Actions are the automated tasks

Create Deal

Creates a new deal

Create Company

Creates a new company

Create Person

Creates a new person

Fetch Company

Fetches an existing company

Fetch Person

Fetches an existing person

Create invoice

Creates a new invoice

Create project

Creates a new project

Create estimate

Creates a new estimate

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Update client

Updates the details of an existing client

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

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 ID

Fetches the details of an existing client by ID

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 Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

CRM

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.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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