Integrate Zendesk Sell with FreshBooks
Send information between Zendesk Sell 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 Zendesk Sell
Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Zendesk Sell.
How it works
- The flow triggers when a new deal is created in Zendesk Sell.
- Zoho Flow creates a new estimate in FreshBooks.
Create an estimate in FreshBooks for every new deal created in your Zendesk Sell
Zendesk Sell + FreshBooks
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Supported triggers and actions
Integrate Zendesk Sell and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact 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
Create contact
Creates a new contact
Create deal
Create a new deal
Create lead
Creates a new lead
Create task
Create a new task
Create task
Create a new task
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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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Director - Business Development and Operations, Avid Brio
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
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Melanie Cope Machial
Head of Marketing and Technology, Hanoi School of Business and Management
