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Integrate Salesflare with FreshBooks
Send information between Salesflare and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in FreshBooks upon the addition of a task in Salesflare
Eliminate redundant work and streamline task management by creating a record in the accounting software. This flow will create a task in FreshBooks upon the addition of a task in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in FreshBooks.
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Create a task in FreshBooks upon the addition of a task in Salesflare
Salesflare + FreshBooks
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Build your own integrations between Salesflare and FreshBooks
Connect Salesflare 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 Salesflare and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New account
Triggers when a new account is created
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New task
Triggers when a new task is created
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New opportunity
Triggers when a new opportunity is created
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New contact
Triggers when a new contact 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 account
Creates a new account
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Create call
Creates a new call
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Create contact
Creates a new contact
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Create opportunity
Creates a new opportunity
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Create task
Creates a new task
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Create meeting
Creates a new meeting
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Add user to account
Adds an existing user to the selected account
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Add contact to account
Adds an existing contact to the selected account
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Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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Fetch account
Fetches an account by ID, name, domain, or tags
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Fetch opportunity
Fetches an opportunity by ID, name, or account
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Fetch user
Fetches a user by ID, name, or email
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Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
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Fetch person
Fetches a person by ID, name, or email
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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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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.
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