Want to know when someone pays you in your accounting app? With Zapier, now you can tag contacts in your CRM who have made a payment, and use these tags to keep track and event automate a list of actions using tag rules.
Note: You must capture an email address to use this integration.
How It Works
- A contact makes a payment in Freshbooks
- Zapier tags the contact in Hatchbuck
What You Need
- Freshbooks account
- Hatchbuck account
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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 when a webhook automation step is called.
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
Triggers for new task in a project or account.
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.