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FreshBooks + PandaDoc Integrations

How to connect FreshBooks + PandaDoc

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Supported triggers and actions

What does this mean?
    • AccountRequired

      Select the Business for which you would like to look for a new client.

    Trigger
    Instant
    Try It
    • AccountRequired

      Select the Business for which you would like look for a new expense

    Trigger
    Instant
    Try It
    • AccountRequired

      Select the Business for which you would like to look for a New Client.

    Trigger
    Scheduled
    Try It
    • AccountRequired

      Select the Business for which you would like to look for a New Filtered Invoice.

    • StatusRequired

    Trigger
    Scheduled
    Try It
    • AccountRequired

      Select the Business for which you would like look for a new expense

    Trigger
    Instant
    Try It
    • AccountRequired

      Select the Business for which you would like to look for a new invoice.

    Trigger
    Instant
    Try It
    • AccountRequired

      Select the Business for which you would like to look for a New Expense.

    Trigger
    Scheduled
    Try It
    • AccountRequired

      Select the Business for which you would like to look for a New Invoice.

    Trigger
    Scheduled
    Try It

How FreshBooks + PandaDoc Integrations Work

  1. Step 1: Authenticate FreshBooks and PandaDoc.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
freshbooks logo
freshbooks logo

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
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

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