Loading

Cloze + FreshBooks

Add new Cloze list members as FreshBooks clients

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.

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.

  1. When this happens...
    ClozeCloze
    Person Change

    Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

    TriggerInstant
  2. automatically do this!
    FreshBooksFreshBooks
    Create Client

    Creates a new client.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Filters

    Trigger
    Instant
    Try It
    • Filters

    Trigger
    Instant
    Try It
    • Company NameRequired

    • Keyword

    • Description

    • Keywords

    • Industry

    • Business Size

    • No. Of Employees

    • Domains

    • Notes

    • Share To

    • Assign To

    • Default Assign To

    • Node

    • Stage

    • Segment

    • List

    • Remove List

    • Facebook

    • Twitter

    • LinkedIn

    • Street Address

    • City

    • Region

    • Postal Code

    • Country

    • Phone

    • Url

    • Source App ID

    • Source App Link Name

    • Source App Link URL

    • Source Entity Unique ID

    • Additional Fields

    Action
    Write
    • Source App IDRequired

    • Source Note IDRequired

    • Author Name

    • Author Address

    • About Name

    • About Address

    • Subject

    • Body

    • Body Type

    • Source App Name

    • Source App URL

    • Additional Fields

    Action
    Write
    • Filters

    Trigger
    Instant
    Try It
    • StyleRequired

    • From Name

    • From AddressRequired

    • Recipient Name

    • Recipient Address

    • Subject

    • Body

    • Body Type

    • Skip Inbox

    • Thread ID

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write
    • Author Name

    • Author Address

    • Subject

    • Body

    • Body Type

    • About Name

    • About Address

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write
    • Full Name

    • Birthday

    • Gender

    • Email

    • Phone

    • Keywords

    • Headline

    • Node

    • Keyword

    • Notes

    • Stage

    • Segment

    • Assign To

    • Default Assign To

    • Share To

    • List

    • RemoveList

    • Source App ID

    • Source Person Unique ID

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write
cloze logo
cloze logo

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
freshbooks logo
freshbooks logo

About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

Related categories