When this happens...
FreshBooks ClassicNew Invoice (Legacy)
Then do this...
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?


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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!
FreshBooks Classic
New Client

Triggers when a new client is added.

FreshBooks Classic
Create Project

Create a new project automatically.

FreshBooks Classic
New Invoice

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

FreshBooks Classic
Create Client

Create a new client automatically.

FreshBooks Classic
New Payment

Triggers when a new payment is created.

FreshBooks Classic
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.