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.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
AccountRequired
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
AccountRequired
Try It