Integrate FreshBooks with Sellf
Send information between FreshBooks and Sellf automatically, without writing any code, using Zoho Flow.
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Create an estimate in FreshBooks for every new deal created in your Sellf
Automate the generation of estimates for new deals in your organization software to streamline sales and accounting processes. This flow will prepare an estimate in FreshBooks for a new deal created in your Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in FreshBooks.
Create an estimate in FreshBooks for every new deal created in your Sellf
Sellf + FreshBooks
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Supported triggers and actions
Integrate FreshBooks and Sellf using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment added
Triggers when a new payment is added
Client created
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
Time entry added
Triggers when an new time entry is added
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
New Company
Triggers when a new company is created
New Deal
Triggers when a new deal is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Person
Triggers when a new person is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create project
Creates a new project
Create expense
Creates a new expense
Create client
Creates a new client
Create task
Creates a new task
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Update client
Updates the details of an existing client
Update task
Updates the details of an existing task
Fetch estimate
Fetches the details of an existing estimate by number
Fetch invoice
Fetches the details of an existing invoice by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
Create Company
Creates a new company
Fetch Person
Fetches an existing person
Fetch Company
Fetches an existing company
Create Person
Creates a new person
Create Deal
Creates a new deal
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.
What is Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
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Learn more >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
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