FreshBooks Classic + Automational Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect FreshBooks Classic and Automational, with as many as 22 possible integrations. Are you ready to find your productivity superpowers?
Add new FreshBooks invoices to Automational as contacts
If you're ever pleasantly surprised by customers making orders before you even have them on record, let Zapier keep things moving swiftly by filling out your CRM for you. After you've set up this Zap, it will trigger whenever a new invoice is created on Freshbooks. Zapier will then pass the details along to Automational, either updating an existing contact or creating a new one if they don't already exist, so you can stay focused on your business, not admin.
How this Freshbooks-Automational integration works
- A new invoice is created in Freshbooks
- Zapier automatically creates a new contact (or updates an existing contact) in Automational
It's easy to connect FreshBooks Classic + Automational and requires absolutely zero coding experience—the only limit is your own imagination.
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.
Triggers when a new payment is created.
Create an invoice, and optionally send it (with line item support).
Triggers for new task in a project or account.
Updates an existing contact (based on email address) or creates a new contact if a contact does not exist.
Triggers instantly on your choice of records either created or updated.
Applies tag on an existing contact
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