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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.

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

  1. When this happens...
    Freshsales ClassicFreshsales Classic
    New Deal

    Triggers when a new deal is created.

    TriggerScheduled
  2. automatically do this!
    PaycovePaycove
    Create Invoice / Quote

    Creates an invoice or quote and contact (and optional organization).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
  • Freshsales Classic triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Update ByRequired

    • Enter Name / Deal IDRequired

    • NoteRequired

    Action
    Write
    • Update ByRequired

    • Enter Email / Contact IDRequired

    • NoteRequired

    Action
    Write
    • Update ByRequired

    • Enter Email / Lead IDRequired

    • NoteRequired

    Action
    Write
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freshsales-classic logo

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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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Paycove

Paycove is a quoting, invoicing, and payments platform.