FreeAgent CRM + QuickBooks Online
Create and send QuickBooks Online invoices when new FreeAgent Deals are created
It's billing time again? We'll get it done for you the moment those deals evolve after you set up this automation. From then on, every time you create a new deal on FreeAgent, we will automatically create a new invoice in QuickBooks Online and send it to the billing contact. That way, you won't just close deals, you'll get paid for them, too.
It's billing time again? We'll get it done for you the moment those deals evolve after you set up this automation. From then on, every time you create a new deal on FreeAgent, we will automatically create a new invoice in QuickBooks Online and send it to the billing contact. That way, you won't just close deals, you'll get paid for them, too.
- When this happens...Created or Updated App Record
Triggers when an App Record is created or updated
- automatically do this!Create Invoice
Adds a new invoice (with line item support).
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AppRequired
Triggered on Create or UpdateRequired
Try ItAppRequired
FieldRequired
Field ValueRequired
AppRequired
FieldRequired
Field ValueRequired
AppRequired
FieldRequired
Field ValueRequired
AppRequired
AppRequired
Field
Field Value
EntityRequired
Search FieldRequired
Search Field ValueRequired
New Account
Triggered when you add a new account.
Try It
