FreshBooks Classic
When this happens...
FreshBooks ClassicNew Payment
Then do this...
WebMergeCreate Document Merge

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

  1. A Freshbooks account with recent sales
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect FreshBooks Classic + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client

Triggers when a new client is added.

Create Project

Create a new project automatically.

New Invoice

Triggers when a new invoice is created (with line item support).

Create Client

Create a new client automatically.

New Payment

Triggers when a new payment is created.

Create Invoice

Create an invoice, and optionally send it (with line item support).

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Task

Triggers for new task in a project or account.

Create Document Merge

Send data to your Merge URL.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.

Learn More

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

See WebMerge Integrations

Connect FreshBooks Classic + WebMerge

Connect the apps you use everyday and find your productivity super-powers.

By signing up, you agree to Zapier’s Terms of Service.