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Import OnePageCRM contacts to FreshBooks as clients

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Client

Save yourself a step and keep your billing organized when you start using this OnePageCRM to FreshBooks automation. Once set up, each time a new contact is added in OnePageCRM, Zapier will add a new client in Freshbooks. Implement this integration, because organizing your invoices doesn't have to be a daunting task.

How It Works

  1. Create a new contact in OnePageCRM
  2. Zapier adds a new client in FreshBooks

What You Need

  • OnePageCRM account
  • FreshBooks account
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Connect FreshBooks Classic + OnePageCRM in Minutes

It's easy to connect FreshBooks Classic + OnePageCRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantAny Account Activity

Triggers instantly on your choice of records either created or updated.

New Contact

Triggers when a new contact is added for a client.

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Invoice

Triggers when a new invoice is created (with line item support).

New Staff Member

Triggers when there is a new staff member created.

New Client

Triggers when a new client is added.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

New Payment

Triggers when a new payment is created.

New Task

Triggers for new task in a project or account.