Integrate Cartloom with FreshBooks

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

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Prepare an invoice in FreshBooks upon the placement of new orders in Cartloom

Generate invoices automatically upon order placement to expedite transactions. This flow will produce a new invoice in FreshBooks for each new order created in Cartloom.

How it works
  1. The flow triggers when a new order is created in Cartloom.
  2. Zoho Flow creates a new invoice in FreshBooks.
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Prepare an invoice in FreshBooks upon the placement of new orders in Cartloom

Cartloom + FreshBooks

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Supported triggers and actions

Integrate Cartloom and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New discount

Triggers when a new discount is added

New order

Triggers when a new order is created

Time entry added

Triggers when an new time entry is added

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense is created

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

Client created

Triggers when a new client is created

All Actions - Actions are the automated tasks

Add discount

Adds a new discount

Fetch order

Fetch the details of an existing order by invoice number

Fetch discount

Fetches the details of an existing discount by ID

Create task

Creates a new task

Create project

Creates a new project

Create expense

Creates a new expense

Create invoice

Creates a new invoice

Create client

Creates a new client

Create estimate

Creates a new estimate

Update expense

Updates the details of an existing expense

Update task

Updates the details of an existing task

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 estimate

Updates the details of an existing estimate

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch invoice

Fetches the details of an existing invoice by number

Fetch estimate

Fetches the details of an existing estimate by number

Fetch user

Fetches the details of an existing user by email address

Fetch client - By email address

Fetches the details of an existing client by email address

What is Cartloom?

Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.

E Commerce

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

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

Harnoor Abroll

Technical and Operations Head, TruAct

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