Need to have specific FreshBooks customer information available on DialMyCalls as well? This Zap can watch for all of it for you once you set it up, triggering whenever a new invoice matches your filter on FreshBooks and automatically adding a contact to DialMyCalls with all that information.
How It Works
- A new contact invoice is detected by a filter on FreshBooks
- Zapier automatically adds a contact to DialMyCalls
What You Need
- FreshBooks account
- DialMyCalls account
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Triggers when a new client is added.
Sends an outgoing text message.
Triggers when a new invoice is created (with line item support).
Sends an outgoing phone call.
Triggers when a new payment is created.
Add a new contact to your DialMyCalls account
Triggers for new task in a project or account.
Create a new project automatically.
Triggers instantly on your choice of records either created or updated.
Create a new client automatically.