Integrate FreshBooks with Prospect.io
Send information between FreshBooks and Prospect.io automatically, without writing any code, using Zoho Flow.
Build your own integrations between FreshBooks and Prospect.io
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Supported triggers and actions
Integrate FreshBooks and Prospect.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time entry added
Triggers when an new time entry is added
Invoice created
Triggers when a new invoice is created
Client created
Triggers when a new client is created
Payment added
Triggers when a new payment is added
Project created
Triggers when a new project is created
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
New prospect reply
Triggers when a prospect replies to your email
Prospect converted
Triggers when a prospect is marked as converted
New prospect
Triggers when a new prospect is added
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create client
Creates a new client
Create expense
Creates a new expense
Create project
Creates a new project
Update estimate
Updates the details of an existing estimate
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Update expense
Updates the details of an existing expense
Fetch estimate
Fetches the details of an existing estimate by number
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 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
Convert prospect
Converts the selected prospect
Qualify prospect
Qualifies the selected prospect
Create prospect
Creates a new prospect
Archive prospect
Archives the selected prospect
Create prospect in campaign
Creates a new prospect and adds it to the selected campaign
Fetch prospect
Fetches the details of an existing prospect by email address
Unarchive prospect
Unarchives the selected prospect
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 Prospect.io?
Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
