

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


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.


Prepare an estimate in FreshBooks for new deals created in your PipelineDeals
PipelineDeals + FreshBooks


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.


Create an invoice in FreshBooks for newly acquired deals in PipelineDeals
PipelineDeals + FreshBooks

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

Updated deal stage
Triggers when a deal is moved from one stage to another

New deal
Triggers when a new deal is created

Updated deal status
Triggers when the status of an existing deal is updated

New person, lead, or contact
Triggers when a new person, lead, or contact 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 person
Adds a new person

Create deal
Creates a new deal

Create task
Creates a new calendar task

Create activity
Creates a new activity associated with an existing person, company, or 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 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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