Freshsales Classic + Paycove

Create Paycove invoices for new deals in Freshsales

Use this zap to automatically create a quote or invoice inside of Paycove whenever a new deal is created inside of your Freshsales account.

When this happens...
New DealTriggers when a new deal is created.
TriggerPolling
automatically do this!
Create Invoice / QuoteCreates an invoice or quote and contact (and optional organization).
ActionWrite

Discover other triggers and actions you can use with Freshsales Classic and Paycove

- Delete By
  Required
- Enter Email / Contact ID
  Required
Action
Write
- Update By
  Required
- Enter Name / Account ID
  Required
Action
Write
- Update By
  Required
- Enter Name / Deal ID
  Required
Action
Write
- Account Name
  Required
Action
Search
- Find By
  Required
- Email / Phone NO
  Required
Action
Search
- Find By
  Required
- Email / Phone NO
  Required
- First Name
- Last Name
  Required
- Company Name
- Email
- Mobile Number
Action
Search or write
Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Trigger
Instant
Try It
Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
Trigger
Instant
Try It
- Quote or Invoice
  Required
- Name
  Required
- Contact Id
- Contact Name
- Contact Email
- Organization Id
- Organization Name
- Organization Street Address
- Organization City
- Organization State or Region
- Organization Country
- Organization Postal Code
- Name
  Required
- SKU
- Quantity
  Required
- Price
  Required
- Tax
- Amount off
- Percent off
- Description
Action
Write

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Update By
  Required
- Enter Email / Lead ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update By
  Required
- Enter Contact ID / Email ID / Phone NO
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
Action
Write
- Update By
  Required
- Enter Email / Lead ID
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write
Deal Created
Triggers when a new invoice or quote is added to Paycove.
Trigger
Instant
Try It
Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Trigger
Instant
Try It
Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Trigger
Instant
Try It

About Freshsales Classic

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

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Zapier Forms

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

About Paycove

Paycove is a quoting, invoicing, and payments platform.

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