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Add new FreshBooks clients into Batchbook as people

  1. When this happensStep 1: New Client

  2. Then do thisStep 2: Create Person

Customers mean more than just an invoice. With this Zapier automation, you can import your new clients from Freshbooks directly into Batchbook as people. This integration helps you maintain and monitor your customer relationships.

How It Works

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

What You Need

  • Freshbooks account
  • Batchbook account
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Connect Batchbook + FreshBooks Classic in Minutes

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

All Triggers & Actions

New Company

Triggered when you add a new company.

New User

Triggered when you add a new user.

Create Paid Invoice

Create a new invoice and mark it as paid.

Create Expense

Creates a new expense

Create Product (Item)

Create a new product (called an Item) inside Freshbooks.

New Person

Triggered when you add a new person.

Create Client

Create a new client automatically.

Create Estimate

Given a Client, create a new Estimate for them inside Freshbooks.

Create Invoice

Create an invoice, and optionally send it.

Create Invoice

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

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