Integrate Pipedrive with Freee
Send information between Pipedrive and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for newly acquired deals in Pipedrive
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Freee each time a deal is won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice for the selected company in Freee.
Create an invoice in Freee for newly acquired deals in Pipedrive
Pipedrive + Freee
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Supported triggers and actions
Integrate Pipedrive and Freee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Deal updated
Triggers when any detail of an existing deal is updated
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Lead updated
Triggers when any detail of an existing lead is updated
Lead created
Triggers when a new lead is created
Note created
Triggers when a new note is added
Organization updated
Triggers when any detail of an existing organization is updated
Project created
Triggers when a new project is created
Pipeline stage created
Triggers when a new pipeline stage is created
Product updated
Triggers when any detail of an existing product is updated
Note updated
Triggers when an existing note is updated
Project updated
Triggers when any detail of an existing project is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
Activity updated
Triggers when any detail of an existing activity is updated
Pipeline created
Triggers when a new pipeline is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create organization
Creates a new organization
Create product
Creates a new product
Create contact person
Creates a new contact person
Create lead
Creates a new lead
Create deal
Creates a new deal
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Add products to a deal
Adds multiple products to a deal
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update project
Updates the details of an existing project
Update contact person
Updates the details of an existing contact person
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Fetch contact person
Fetches the details of an existing contact person
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Fetch field options
Fetches the specific field options by using its ID or name
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch activity
Fetches the details of an existing user activity
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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