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Create FreshBooks invoices for new deals on Pipedrive

  1. When this happensStep 1: New Deal

  2. Then do thisStep 2: Create Invoice

Setting up those deals on Pipedrive means you're ready for invoicing, but you can focus on more important tasks from now on—we'll handle this. Once this Pipedrive-FreshBooks integration is active, every new deal you create on Pipedrive will automatically have a new invoice created on FreshBook to match it, keeping your digital paperwork organized for you.

How It Works

  1. A new deal is added on Pipedrive
  2. Zapier automatically creates a new invoice on FreshBooks

What You Need

  • Pipedrive account
  • FreshBooks account
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Connect FreshBooks Classic + Pipedrive in Minutes

It's easy to connect FreshBooks Classic + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantAny Account Activity

Triggers instantly on your choice of records either created or updated.

New Contact

Triggers when a new contact is added for a client.

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Invoice

Triggers when a new invoice is created (with line item support).

New Staff Member

Triggers when there is a new staff member created.

New Client

Triggers when a new client is added.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

New Payment

Triggers when a new payment is created.

New Task

Triggers for new task in a project or account.