Batchbook
When this happens...
BatchbookCreate Person

Create contacts automatically from new client's invoices with this FreshBooks to Batchbooks automation. Once set up, each time you create a new invoice in FreshBooks, Zapier will create a new person in Batchbook. Improve future sales with this integration!

How It Works

  1. Create a new invoice in FreshBooks
  2. Zapier creates a new person in Batchbook

What You Need

  • FreshBooks account
  • Batchbooks account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Batchbook + FreshBooks Classic and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggers when a new client is added.

Create Project

Create a new project automatically.

New Invoice

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

Create Client

Create a new client automatically.

New Payment

Triggers when a new payment is created.

Create Invoice

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

New Person

Triggered when you add a new person.

Create Person

Adds a new person.

New Company

Triggered when you add a new company.

Create Company

Adds a new company.

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Become a Zapier Integration Partner

Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

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

See FreshBooks Classic Integrations