Integrate Salesmate with FreeAgent
Send information between Salesmate and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an estimate in FreeAgent for every new deal created in your Salesmate
Generate estimates instantly when a deal is created in your CRM tool, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in FreeAgent.
Create an estimate in FreeAgent for every new deal created in your Salesmate
Salesmate + FreeAgent
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Supported triggers and actions
Integrate Salesmate and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Contact created
Triggers when a new contact is created
Price list item created
Triggers when a new price list item is created
Bill updated
Triggers when the details of a bill are updated
Estimate updated
Triggers when an estimate is updated
Bill created
Triggers when a new bill is created
Timeslip created
Triggers when a new timeslip is created
Invoice created
Triggers when a new invoice is created in the selected project
Invoice updated
Triggers when an invoice is updated
Task updated
Triggers when a task is updated
Timeslip updated
Triggers when a timeslip is updated
Task created
Triggers when a new task is created
Estimate created
Triggers when a new estimate is created in the selected project
Contact updated
Triggers when a contact is updated
Project note added
Triggers when a new note is added for the selected project
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
Add invoice item
Adds a new item to an existing invoice
Create journal set
Creates a new journal set
Create project
Creates a new project
Add note to project
Adds a note to the selected project
Add estimate item
Adds a new item to an existing estimate
Add timeslip
Adds a timeslip to a task
Create expenses
Creates a new expenses
Create task
Creates a new task in the selected project
Create credit note
Creates a new credit note
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Add note to contact
Adds a note to the selected contact
Email an invoice
Sends an existing invoice by invoice ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update task
Updates the details of an existing task
Update contact
Updates details of the selected contact
Update credit note status
Updates the status of an existing credit note using credit note ID
Update estimate status
Updates the status of an existing estimate by ID
Fetch timeslip
Fetches the details of a timeslip by ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch user
Fetches the details of a user by ID
Fetch project
Fetches the details of a project by ID
Fetch task
Fetches the details of a task by ID
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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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.
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