Integrate FreshBooks with OnePageCRM
Send information between FreshBooks and OnePageCRM automatically, without writing any code, using Zoho Flow.
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Create an invoice in FreshBooks for the latest closed deals in OnePageCRM
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 OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in FreshBooks.
Create an invoice in FreshBooks for the latest closed deals in OnePageCRM
OnePageCRM + FreshBooks
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Supported triggers and actions
Integrate FreshBooks and OnePageCRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment added
Triggers when a new payment is added
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
Time entry added
Triggers when an new time entry is added
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
All Actions - Actions are the automated tasks
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Create project
Creates a new project
Create estimate
Creates a new estimate
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
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 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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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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