Cin7 Core Inventory + Freshsales Suite

Cin7 Core Inventory + Freshsales Suite integrations

Track sale status changes in Cin7 Core Inventory and create deals in Freshsales Suite

Streamline your sale process by linking your Cin7 Core Inventory with the Freshsales Suite. This workflow springs into action with every change in sale status in your Cin7 Core Inventory, swiftly creating a deal in Freshsales Suite. Propel your sales team forward by ensuring every change is promptly accounted for, allowing for timely, informed decisions. This automation makes sure that your sales processes are seamless, efficient, and accurate.

When this happens...
Sale Status ChangeTriggers when a sales status is changed.
TriggerInstant
automatically do this!
Create DealCreates a new deal.
ActionWrite

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More things you can do with Cin7 Core Inventory and Freshsales Suite

Discover other triggers and actions you can use with Cin7 Core Inventory and Freshsales Suite

- Status
  Required
Trigger
Instant
Try It
- Status
  Required
Trigger
Instant
Try It
Sale Attachment Added
Triggers when an attachment is added to a sale
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It

- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It

- Status
  Required
Trigger
Instant
Try It
- Name
  Required
- Currency
  Required
- Payment Term
  Required
- Discount
- TaxRule
  Required
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
  Required
- Revenue Account
  Required
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Sale ID
  Required
- Payment Type
- Reference
- Amount
  Required
- Date Paid
  Required
- Account
  Required
- Currency Rate
  Required
Action
Write
- Customer
  Required
- Contact
- Phone
- Email
- Order Date
- Sale Account
- SKU
  Required
- Quantity
  Required
- Price
  Required
- Tax
  Required
- Total
  Required
- Line Order
- Discount
- Sale Account
- Tax Rule
  Required
- Comment
- DropShip
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- Tax Rule
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Invoice Status
- Order Status
- AutoPickPackShip Mode
- Sales Representative
- Invoice Date
- Invoice Due Date
- Currency Rate
- Order Memo
- Invoice Memo
- Reference
- Amount
- DatePaid
- Account
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
Action
Write
- Effective Date
  Required
- Account
- Reference
- SKU
  Required
- Quantity
  Required
- Unit Cost
  Required
- Location
  Required
- Batch Serial Number
- Expiry Date
- Comments
Action
Write
- Name
  Required
- Currency
  Required
- Payment Term
  Required
- Discount
- Tax Rule
  Required
- Comments
- Account Payable
  Required
- Tax Number
- Attribute Set
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line 1 (required when Addresses provided)
- Line 2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Product ID
  Required
- SKU
  Required
- Name
  Required
- Category
  Required
- Brand
- Type
  Required
- Costing Method
  Required
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of Measure
  Required
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1
  Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
Action
Write
- ID
  Required
- Name
  Required
- Currency
  Required
- PaymentTerm
  Required
- Discount
- Tax Rule
  Required
- Comments
- Account Payable
  Required
- Tax Number
- Attribute Set
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line 1 (required when Addresses provided)
- Line 2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Assembly Status
- Search
- Sale ID
Action
Search
- Sale ID
- Order Number
- Invoice Number
- Credit Note Number
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Task ID
  Required
Action
Search
- Sale ID
  Required
Action
Search
- Name
  Required
- Contact Name / Email
- Currency
  Required
- Payment Term
  Required
- Discount
- TaxRule
  Required
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
  Required
- Revenue Account
  Required
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Search or write
- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
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 module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write

- Status
  Required
Trigger
Instant
Try It
Sale Additional Info Added
Triggers when an additional information is added to a sale
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Trigger
Instant
Try It
Sale Invoice Authorised
Triggers when a sales invoice authorised.
Trigger
Instant
Try It
Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking number changed.
Trigger
Instant
Try It
Stock Level Update
Triggered when a change is made to product availability.
Trigger
Instant
Try It
- Sale ID
  Required
- File Name
  Required
- Is Processed
- File Content
- File Download URL
Action
Write
- Sale ID
  Required
- Status
  Required
- SKU
  Required
- Location
  Required
- Package #
- Quantity
  Required
- Batch Serial Number
- Expiry Date
Action
Write
- SKU
  Required
- Name
  Required
- Category
  Required
- Brand
- Type
  Required
- Costing Method
  Required
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of Measure
  Required
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1
  Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
Action
Write
- Sale ID
  Required
- Keep Existing Shipment Lines
- Status
  Required
- Require By Date
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Shipping Notes
- Shipment Date
  Required
- Carrier
- Package #
  Required
- Tracking Number
Action
Write
- From Location
  Required
- To Location
  Required
- Departure Date
  Required
- Completion Date
  Required
- Reference
- SKU
  Required
- Transfer Quantity
  Required
- Batch Serial Number
- Expiry Date
- Comment
Action
Write
- ID
  Required
- Name
- Currency
- Payment Term
- Discount
- TaxRule
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
- Revenue Account
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Sale ID
  Required
- Customer
  Required
- Contact
- Phone
- Email
- Order Date
- Sale Account
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- Tax Rule
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Sales Representative
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer Name
- Contact Name / Email
Action
Search
- Page number
  Required
- Limit per page
  Required
- ID of product
- Name of product
- Sku of product
- Non Zero Products Only
  Required
- Location
- Batch #
- Category
Action
Search
- Task ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Search
- Status
Action
Search
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- 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 Cin7 Core Inventory

Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.

Learn moreLearn moreHelpHelp

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Authorise sale invoices in Cin7 Core Inventory and update deals in Freshsales Suite

Related Zap Templates

Authorise sale invoices in Cin7 Core Inventory and update deals in Freshsales Suite