FreshBooks Classic + WebMerge Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect FreshBooks Classic and WebMerge, with as many as 66 possible integrations. Are you ready to find your productivity superpowers?
Create Personalized Reciepts and Documents from Freshbooks with WebMerge
Want a simple way to make customized documents—including receipts, contract letters, and more—from your Freshbooks account? This Zap will let you automatically create any documents you need, using a WebMerge template.
How it Works
Zapier will watch your Freshbooks account for new payments. Whenever you receive a payment, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.
What You Need
- A Freshbooks account with recent sales
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.
Populate WebMerge Documents for New Clients in Freshbooks
Do you need a way to automatically populate documents like quotes, contracts, and letters from Freshbooks? Setup this Freshbooks-WebMerge integration and Zapier will automatically send data in Freshbooks over to your WebMerge templates.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Freshbooks-WebMerge integration works
- A new client is added to Freshbooks
- Zapier sends the data to your WebMerge template
It's easy to connect FreshBooks Classic + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.
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).
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers for new task in a project or account.
Send data to your Merge URL.
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