FreshBooks + JobNimbus
Create or update FreshBooks clients from new or updated JobNimbus contacts
Keep your client information up-to-date across JobNimbus and FreshBooks with this efficient workflow. When a contact is added or updated in JobNimbus, the corresponding client entry in FreshBooks is created or modified accordingly. This automation ensures accurate client data in your accounting system, enabling you to focus on expanding your business while saving time.
Keep your client information up-to-date across JobNimbus and FreshBooks with this efficient workflow. When a contact is added or updated in JobNimbus, the corresponding client entry in FreshBooks is created or modified accordingly. This automation ensures accurate client data in your accounting system, enabling you to focus on expanding your business while saving time.
- When this happens...Contact Created, Modified or Deleted
Trigger when a new contact is created, modified or deleted.
- automatically do this!Create or Update Client
Updates an existing client based on email. Optionally create a client if one is not found with matching email.
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FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
