Integrate Moskit with FreshBooks

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

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Prepare an estimate in FreshBooks for new deals created in your Moskit

Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Moskit.

How it works
  1. The flow triggers when a new deal is created in Moskit.
  2. Zoho Flow creates a new estimate in FreshBooks.
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Prepare an estimate in FreshBooks for new deals created in your Moskit

Moskit + FreshBooks

Build your own integrations between Moskit and FreshBooks

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Supported triggers and actions

Integrate Moskit and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Deal

Triggers when a new deal is created

New Activity

Triggers when a new activity is created

New Company

Triggers when a new company 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

Create Contact

Creates a new contact

Create Company

Creates a new company

Create Deal

Creates a new deal

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 Moskit?

Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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