Create new incomes in FreshBooks when proposals are accepted in DripJobs
Stay on top of your financial data and increase operational efficiency with this streamlined workflow. When a proposal gets approved in DripJobs, it instantly activates a corresponding entry in FreshBooks under Other Income. This automation reduces repetitive tasks and ensures the integrity of your financial records, making it an ideal solution for businesses aiming for growth and customer satisfaction.
Stay on top of your financial data and increase operational efficiency with this streamlined workflow. When a proposal gets approved in DripJobs, it instantly activates a corresponding entry in FreshBooks under Other Income. This automation reduces repetitive tasks and ensures the integrity of your financial records, making it an ideal solution for businesses aiming for growth and customer satisfaction.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Other Income
Creates other income (i.e., income that doesn't require an invoice and is received through other means).
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
AccountRequired
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
AccountRequired
Try ItAccountRequired
Try It