When this happens...
FreshBooks ClassicNew Invoice
Then do this...
AutomationalCreate or Update a Contact

If you're ever pleasantly surprised by customers making orders before you even have them on record, let Zapier keep things moving swiftly by filling out your CRM for you. After you've set up this Zap, it will trigger whenever a new invoice is created on Freshbooks. Zapier will then pass the details along to Automational, either updating an existing contact or creating a new one if they don't already exist, so you can stay focused on your business, not admin.

How this Freshbooks-Automational integration works

  1. A new invoice is created in Freshbooks
  2. Zapier automatically creates a new contact (or updates an existing contact) in Automational

Apps involved

  • Freshbooks
  • Automational
Automational is a newer integration on Zapier that's still in beta.

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When this happens...
then do this!
New Client

Triggers when a new client is added.

Create or Update a Contact

Updates an existing contact (based on email address) or creates a new contact if a contact does not exist.

New Invoice

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

Apply Tag to Contact

Applies tag on an existing contact

New Payment

Triggers when a new payment is created.

Create Project

Create a new project automatically.

New Task

Triggers for new task in a project or account.

Create Client

Create a new client automatically.

Any Account Activity

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

Create Invoice

Create an invoice, and optionally send it (with line item support).

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The Sales and Marketing platform - featuring fully integrated CRM, Email Marketing, and Marketing Automation - 100% tailored for small businesses.

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.

See FreshBooks Classic Integrations