Connect Freshsales Classic and Factures to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
Get All Companies
Get All Contacts
Get Invoices
Get All Credit Notes
Get All Products
Create Company
Update Company
Create Contacts
Update Contact
Delete Company
Delete Contacts
Delete Invoices
Create Products
Finalize Invoice Status
Create Quotation
Finalize Quotation
Find Invoice Details
Find Company Details
Find Contact Details
Find Product Details
Create Credit Notes
Update Credit Note
Finalize Credit Notes Status
Get Recurring Invoices
Create Recurring Invoices
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New Company
Trigger's when new company added.
Invoive Paid
Trigger's when an invoice status is updated to "paid".
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
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Frequently Asked Questions
To start, connect both your Freshsales Classic and Factures accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Factures (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Factures. This includes choosing which data fields go into which fields of Factures, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Factures typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshsales Classic and Factures. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreAbout Factures
Factures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
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