Keep your CRM and and accounting information connected, without manual work, and you save time for more important work. This Zapier integration will create FreshBook clients automatically from new people added to a list on Cloze, ensuring you never miss a single one.
Note: This Zapier integration will not copy existing Cloze list members to your FreshBooks account, only those added to the list after you've set it up.
How this Cloze-FreshBooks integration works
- A person is added to a list on Cloze
- Zapier adds them as a client in FreshBooks
What you need
- A Cloze Pro account
- A FreshBooks account
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Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Creates or updates a person.
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Create a new communication record (email or call).
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Triggers when a new client is added.
Create a new project automatically.
Triggers when a new invoice is created (with line item support).
Create a new client automatically.