Integrate Freshsales with QuickBooks
Send information between Freshsales and QuickBooks automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in QuickBooks for new deals created in your Freshsales
Generate estimates instantly when a deal is created in your customer relationship management platform, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in QuickBooks.
Prepare an estimate in QuickBooks for new deals created in your Freshsales
Freshsales + QuickBooks
Create a new deal in Freshsales for every new order created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in Freshsales whenever a new order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Freshsales.
Create a new deal in Freshsales for every new order created in QuickBooks
QuickBooks + Freshsales
Build your own integrations between Freshsales and QuickBooks
Connect Freshsales and QuickBooks with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Freshsales and QuickBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New account
Triggers when a new account is created in the selected view
Account updated
Triggers when an account is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Deposit added
Triggers when a new deposit is added
Estimate updated
Triggers when an estimate is updated
Inventory item created
Triggers when an inventory item is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Payment received
Triggers when a payment is received
Customer updated
Triggers when any detail of an existing customer is updated
Sales receipt created
Triggers when a new sales receipt is created
Non-inventory item created
Triggers when a non-inventory item is created
Invoice created
Triggers when a new invoice is created
Customer created
Triggers when a new customer is created
Service item created
Triggers when a new service item is created
Bill created
Triggers when a bill is created
Service item updated
Triggers when any detail of an existing service item is updated
Account created
Triggers when a new account is created
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when the details of an existing invoice are updated
Vendor created
Triggers when a new vendor is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Purchase order created
Triggers when a new purchase order is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact
Creates a new contact
Add note to contact
Adds a note to the selected contact
Add note to lead
Adds a note to the selected lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Fetch contact by ID
Fetches a contact by ID
Fetch lead by ID
Fetches a lead by ID
Fetch contact by email address
Fetches a contact by email
Fetch lead by email address
Fetches a lead by email
Create customer
Creates a new customer
Create non-inventory item
Creates a new non-inventory item
Create credit memo
Creates a new credit memo
Create inventory item
Creates a new inventory item
Create bill - Account based
Creates a new account-based bill
Create vendor
Creates a new vendor
Create payment record
Creates a new payment record
Create account
Creates a new account
Create estimate
Creates a new estimate
Create transfer
Creates a new transfer
Create deposit
Creates a new deposit
Create service item
Creates a new service item
Create bill - Item based
Creates a new item-based bill
Create invoice
Creates a new invoice
Create sales receipt
Creates a new sales receipt
Update invoice
Updates the details of an invoice by ID
Update item status
Updates the status of the specified item
Update account
Updates the details of an existing account using account ID
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch account
Fetches an account by name
Send estimate
Sends an existing estimate
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch customer type
Fetches the details of a customer type by its name
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch item by SKU
Fetches the details of an existing item using SKU
Send invoice
Sends an invoice to the specified email address
Fetch invoice
Fetches the details of an existing invoice by number
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch location
Fetches the details of an existing location by name
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch payment method
Fetches a payment method based on its name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch sales term
Fetches the details of a sales term based on its name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
Similar apps
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
