FreshBooks + JobProgress

Create new FreshBooks clients from new JobProgress customers

This workflow springs into action with every new customer addition in JobProgress, creating a corresponding client in the FreshBooks app. Delivering seamless customer-to-client transformation, this automation ensures your FreshBooks client list is always up-to-date with your JobProgress data, saving you precious manual data entry time and keeping your records error-free. Streamline your client management process, keep your focus on customer engagement and business growth.

This workflow springs into action with every new customer addition in JobProgress, creating a corresponding client in the FreshBooks app. Delivering seamless customer-to-client transformation, this automation ensures your FreshBooks client list is always up-to-date with your JobProgress data, saving you precious manual data entry time and keeping your records error-free. Streamline your client management process, keep your focus on customer engagement and business growth.

  1. When this happens...
    JobProgressJobProgress
    New Customer

    New Customer from jobprogress

    TriggerPolling
  2. automatically do this!
    FreshBooksFreshBooks
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

    • IDRequired

    • First NameRequired

    • Last Name

    • PhoneRequired

    • EmailRequired

    • Company Name

    • Address

    • City

    • State

    • Zip Code

    • Country

    Action
    Write
    • Lead IdRequired

    • Value

    • Latitude

    • Longitude

    • Address

    • City

    • House Number

    • Street

    • Zip Code

    • State

    • Country

    • Company

    • Documents List

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    Action
    Write
    • AccountRequired

    Trigger
    Instant
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About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
Learn more

Related categories

  • Accounting
jobprogress logo
jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors

Related categories

  • CRM (Customer Relationship Management)

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