

Integrate Sellf with FreshBooks
Send information between Sellf and FreshBooks 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 Sellf and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage

New Deal
Triggers when a new deal is created

New Person
Triggers when a new person is created

New Company
Triggers when a new company is created

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
All Actions - Actions are the automated tasks

Fetch Company
Fetches an existing company

Create Deal
Creates a new deal

Create Company
Creates a new company

Create Person
Creates a new person

Fetch Person
Fetches an existing person

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
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.
Similar apps
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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