Batchbook
When this happens...
BatchbookNew Person
Then do this...
FreshBooks ClassicCreate Client

Manage your accounting and customer relationships alongside each other with this Batchbook to Freshbooks automation. Set it up, and every time a new person is added into your Batchbook account, Zapier will create a new client in FreshBooks. Use this integration and you can easily keep your books up to date!

How It Works

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

What You Need

  • Batchbook account
  • FreshBooks account

Why Zapier?

Free

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Easy

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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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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