Integrate OnePageCRM with Freee
Send information between OnePageCRM and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for recently won deals in OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Freee each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice for the selected company in Freee.
Create an invoice in Freee for recently won deals in OnePageCRM
OnePageCRM + Freee
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Supported triggers and actions
Integrate OnePageCRM and Freee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create invoice
Creates a new invoice
Create quotation
Creates a new quotation
Create item
Creates a new item
Create transaction
Creates a new transaction
Create partner
Creates a new partner
Create or update item
Creates or updates an item based on the item code
Create receipt
Creates a new receipt
Update partner
Updates the details of an existing partner
Fetch invoice
Fetches the details of an existing invoice
Fetch partner
Fetches the details of an existing partner
Fetch receipt
Fetches the details of an existing receipt
Fetch tax by code
Fetches the details of an existing tax by code
Fetch section by ID
Fetches the details of an existing section by ID
Fetch tag by ID
Fetches the details of an existing tag by ID
Fetch quotation
Fetches the details of an existing quotation
Fetch item by ID
Fetches the details of an existing item by ID
Fetch account item by ID
Fetches the details of an existing account item by ID
What is Freee?
Freee is a cloud-based accounting and HR software for businesses. It simplifies bookkeeping, expense management, payroll, and financial reporting helping teams stay on top of their finances without the paperwork.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
