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FreshBooks + PandaDoc

Create FreshBooks clients from newly sent PandaDoc documents

Effortlessly manage your client documentation by connecting PandaDoc and FreshBooks with this streamlined workflow. When a document is sent in PandaDoc, a new client will be created in FreshBooks, ensuring your records stay up-to-date and organized. Save time and maintain accurate client information with this seamless automation.

Effortlessly manage your client documentation by connecting PandaDoc and FreshBooks with this streamlined workflow. When a document is sent in PandaDoc, a new client will be created in FreshBooks, ensuring your records stay up-to-date and organized. Save time and maintain accurate client information with this seamless automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    FreshBooksFreshBooks
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write