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Integrate Agile CRM with FreshBooks
Send information between Agile CRM and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in your FreshBooks when a new deal is created in Agile CRM
Generate estimates instantly when a deal is created in your customer relationship management software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your FreshBooks whenever a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in FreshBooks.
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Create an estimate in your FreshBooks when a new deal is created in Agile CRM
Agile CRM + FreshBooks
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Create a task in FreshBooks each time a new task is initiated in Agile CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in FreshBooks as soon as a task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in FreshBooks.
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Create a task in FreshBooks each time a new task is initiated in Agile CRM
Agile CRM + FreshBooks
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Build your own integrations between Agile CRM and FreshBooks
Connect Agile CRM 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 Agile CRM and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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Time entry added
Triggers when an new time entry is added
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Invoice created
Triggers when a new invoice is created
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Expense created
Triggers when a new expense is created
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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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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Create Ticket
Creates a new ticket
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Create Contact
Creates a new contact
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Create Company
Creates a new company
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Create Task
Creates a task for the selected contact
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Create Event
Creates a new event
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Create Deal
Creates a new deal
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Create task
Creates a new task
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Create project
Creates a new project
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Create expense
Creates a new expense
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Create invoice
Creates a new invoice
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Create client
Creates a new client
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Create estimate
Creates a new estimate
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Update expense
Updates the details of an existing expense
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Update task
Updates the details of an existing task
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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 estimate
Updates the details of an existing estimate
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Fetch client - By ID
Fetches the details of an existing client by ID
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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 user
Fetches the details of an existing user by email address
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Fetch client - By email address
Fetches the details of an existing client by email address
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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.
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.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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