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FreshBooks + ServeManager

Create Invoice in FreshBooks from ServeManager Invoice

This Zapier automation creates a new Freshbooks invoice when a ServeManager invoice is issued. Keep your accounting books up to date with ServeManager's receivables. No more duplicate data entry for accounting!

This Zapier automation creates a new Freshbooks invoice when a ServeManager invoice is issued. Keep your accounting books up to date with ServeManager's receivables. No more duplicate data entry for accounting!

  1. When this happens...
    ServeManagerServeManager
    Invoice Issued

    Triggers when an invoice is issued.

    TriggerScheduled
  2. automatically do this...
    ServeManagerServeManager
    Find Job

    Finds an existing job.

    ActionSearch
  3. then do this!
    FreshBooksFreshBooks
    Create Invoice

    Creates an Invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ServeManager triggers, actions, and search

    Invoice Issued

    Triggers when an invoice is issued.

    Trigger
    Scheduled
    Try It
    • Number

    • Plaintiff

    • Defendant

    • Court Date

    • Filed Date

    Action
    Write
    • Company NameRequired

    • Contact First NameRequired

    • Contact Last Name

    • Contact Phone

    • Contact Email

    • Contact Primary

    Action
    Write
    • Type of UploadRequired

    • Document TitleRequired

    • URL of the FileRequired

    • Filename (advanced)

    • JobRequired

    Action
    Write