Stop spending your time on data entry so your information matches across your platforms; Zapier automation can handle those workflows for you.
This PayPal-FreshBooks integration, for example, will listen for new successful sales on PayPal, triggering for each and using the information to find an existing client on FreshBooks, create one if none are found, and then create an invoice for them automatically.
How It Works
A new PayPal sale is processed
Automatic Zapier Actions:
- A FreshBooks client is found or created
- An invoice is created for them on FreshBooks
What You Need
- PayPal account
- FreshBooks account
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Triggers when a new client is added.
Create a new project automatically.
Triggers when a new invoice is created (with line item support).
Create a new client automatically.
Triggers when a new payment is created.
Create an invoice, and optionally send it (with line item support).
Only successfully completed payments trigger this (with line item support).
Create a new invoice and mark it as paid.
Triggers for new task in a project or account.
Creates a new time entry on a task