Integrate Salesflare with FreshBooks
Send information between Salesflare and FreshBooks automatically, without writing any code, using Zoho Flow.
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Create a task in FreshBooks upon the addition of a task in Salesflare
Eliminate redundant work and streamline task management by creating a record in the accounting software. This flow will create a task in FreshBooks upon the addition of a task in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in FreshBooks.
Create a task in FreshBooks upon the addition of a task in Salesflare
Salesflare + FreshBooks
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Supported triggers and actions
Integrate Salesflare and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
Project created
Triggers when a new project is created
Payment added
Triggers when a new payment is added
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Time entry added
Triggers when an new time entry is added
Client created
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Add contact to account
Adds an existing contact to the selected account
Create task
Creates a new task
Create contact
Creates a new contact
Create call
Creates a new call
Create opportunity
Creates a new opportunity
Create meeting
Creates a new meeting
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Fetch person
Fetches a person by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Create client
Creates a new client
Create task
Creates a new task
Create expense
Creates a new expense
Create estimate
Creates a new estimate
Create project
Creates a new project
Create invoice
Creates a new invoice
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
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 user
Fetches the details of an existing user by email address
Fetch client - By email address
Fetches the details of an existing client by email address
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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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