Bind ERP + Freshsales Suite

Create Freshsales Suite deals from new Bind ERP invoices

Streamline your sales process by connecting Bind ERP and Freshsales Suite with this workflow. Whenever a new invoice is created in Bind ERP, a deal will be set up in Freshsales Suite, helping you stay organized and save time on manual data entry. Keep your sales pipeline up-to-date and ensure nothing slips through the cracks with this seamless automation.

When this happens...
New Invoice
Triggers when a new Invoice is created.
TriggerInstant
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
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New Activity
Triggers when a new activity is scheduled on the calendar.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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- TitleRequired
- CommentRequired
- Start DateRequired
- End DateRequired
- Event TypeRequired
- Is PublicRequired
- Is RepeatableRequired
- Repetitions
- Repeat Interval
- Repeat Interval Length
Action
Write
- Filter NameRequired
Trigger
Scheduled
Try It

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It

- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

New Product
Triggers when a new product is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is created.
Trigger
Instant
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Update Inventory
Triggers when a product's Inventory is updated.
Trigger
Instant
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- NameRequired
- Company
- Email
- Comments
- Phone
- Phone Extension
- Is Public
Action
Write
- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

Accounting

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Bind ERP + Freshsales Suite

Create Freshsales Suite deals from new Bind ERP invoices

New Invoice

New Activity

New Quote

Create Activity

CommentRequired

Start DateRequired

End DateRequired

Event TypeRequired

Is PublicRequired

Is RepeatableRequired

Repetitions

Repeat Interval

Repeat Interval Length

Contacts Added to a List

Filter NameRequired

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal

Filter NameRequired

Create Meeting

TitleRequired

Associated ModuleRequired

Attendees EmailRequired

From DateRequired

To DateRequired

Targetable IdRequired

Location

Description

Time Zone

Outcome

Create Task

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Due DateRequired

Owner IdRequired

Outcome IdRequired

Description

Task Type

Collaborators

Create a Record on Custom Module

Module NameRequired

Create Custom Sales Activity

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Owner IdRequired

Start DateRequired

End DateRequired

Sales Activity TypeRequired

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Unique Identifer NameRequired

Unique IdentifierRequired

Event NameRequired

Additional Event Properties

Update Account

Update ByRequired

Enter Account Name /Account IDRequired

Update Deal

Deal IDRequired

Find Account

Search ByRequired

Enter Account ID / NameRequired

Find Contact by Unique Fields

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired