Create integrations between FreshBooks and ForceManager to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect FreshBooks and ForceManager to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
AccountRequired
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
AmountRequired
Date
Invoice IDRequired
Payment Type
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
Amount CodeRequired
Category NameRequired
AmountRequired
NameRequired
Date
Note
Payment Type
Source
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
FrequencyRequired
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email RecipientsRequired
Email BodyRequired
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Client Does Not ExsistRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSales Order Updated
Triggers when a sales order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar Item Updated
Triggers when a calendar item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when a new sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Name
Branch
Owners
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone
Phone 2
Phone 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task or EventRequired
ContactRequired
SubjectRequired
OwnerRequired
Start DateRequired
End DateRequired
Start HourRequired
End HourRequired
BranchRequired
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
First Name
Last Name
Account
Gender
Owner
Type
Address Line 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Item IDRequired
Task or Event
Contact
Subject
Owner
Start Date
End Date
Start Hour
End Hour
Branch
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity ID
Reference
Owner
Sales Probability
Branch
Status
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Field NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Field NameRequired
Field ValueRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail or PhoneRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
AccountRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 Percent
Tax1 Name
Tax2 Amount
Tax2 Name
Tax2 Percent
Compounded Tax
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TitleRequired
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Project
Task
Started AtRequired
Created At
DurationRequired
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email Body
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Create if Invoice Does Not ExistRequired
Append Line Items on UpdateRequired
Currency Code
Date of Issue
Days Due From Issue
Invoice NumberRequired
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundActivity Updated
Triggers when an activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Item
Triggers when a new calendar item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.StatusRequired
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Owner
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Account
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TypeRequired
OwnerRequired
DateRequired
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read-only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account
Name
Branch
Owners
Type
Segment
Status
Account Value Added Tax identification number
Public
Read-only Account
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
Account
Type
Owner
Date
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Entity IDRequired
Description in Spanish
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Status
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Sales Rep Id
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity External IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity External IdRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found