CatchApp Bookings + FreshBooks

Create FreshBooks clients from new CatchApp Bookings appointments

Save time on data entry and focus on your clients! Activate this template, and whenever you have a new appointment in CatchApp Bookings, a FreshBooks client will be created automatically.

When this happens...
New Accepted Appointment
Triggers when a person books a time with you
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

New Accepted Appointment
Triggers when a person books a time with you
Trigger
Instant
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New Invite Created (Mobile App)
Triggers when a new CatchApp meeting invite is created via the mobile app.
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Scheduled
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
Action
Write
- AccountRequired
- Item IDRequired
- PriceRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
Action
Write
- AccountRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- AccountRequired
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax1 Percent
- Tax1 Name
- Tax2 Amount
- Tax2 Name
- Tax2 Percent
- Compounded Tax
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- AccountRequired
- InvoiceRequired
Action
Write
- AccountRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- AccountRequired
- Checkout Link IDRequired
Action
Write
- AccountRequired
- Email Body
- Email SubjectRequired
- Invoice IDRequired
Action
Write
- AccountRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?Required
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
Action
Write
- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write

CatchApp Bookings + FreshBooks

Create FreshBooks clients from new CatchApp Bookings appointments

Supported triggers and actions

New Accepted Appointment

New Invite Created (Mobile App)

New Estimate

New Invoice

New Credit Note

New Project

New Vendor

New Time Entry

Updated Estimate

Updated Project

Add Payment to Invoice

Create Checkout Link

Create Credit Note

Create Expense

Create Invoice PDF

Create Project

Create Time Entry

Delete Checkout Link

Send Invoice

Update Checkout Link

Update Credit Note

Create or Update Invoice