Create or update FreshBooks clients from new 17hats contacts
Effortlessly keep your client information up-to-date with this seamless workflow. When a new contact is added in 17hats, it will create or update a client in FreshBooks. This automation will save you valuable time, allowing you to stay organized while focusing on growing your business.
Effortlessly keep your client information up-to-date with this seamless workflow. When a new contact is added in 17hats, it will create or update a client in FreshBooks. This automation will save you valuable time, allowing you to stay organized while focusing on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Updates an existing client based on email. Optionally create a client if one is not found with matching email.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
AccountRequired
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
AccountRequired
Try It