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FreshBooks + PandaDoc

Create new FreshBooks clients from completed PandaDoc documents

Once a document is completed in PandaDoc, this workflow will help you instantly create a new client in FreshBooks. It saves you the hassle of manual data entry and lets you keep your client records up-to-date. Effortlessly enhance your tracking and follow-up process, ensuring your business operations run smoothly.

Once a document is completed in PandaDoc, this workflow will help you instantly create a new client in FreshBooks. It saves you the hassle of manual data entry and lets you keep your client records up-to-date. Effortlessly enhance your tracking and follow-up process, ensuring your business operations run smoothly.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    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