OnePageCRM + FreshBooks + Bark Integrations
How to connect OnePageCRM + FreshBooks + Bark
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Do even more with OnePageCRM + FreshBooks + Bark
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with OnePageCRM, FreshBooks, and Bark. And don’t forget that you can add more apps and actions to create complex workflows.
Search Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact IDRequired
TextRequired
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Job Title
Company Name
Work
Home
Mobile
Work
Home
Other
Website
Twitter
Linkedin
Facebook
Instagram
Other
Street
City
State
Zip
Country
Type
Status
Tag
Lead Source
Background
Owner
Next Action Text
Next Action Date
Starred
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Name
Pipeline ID
Owner
Text
Status
Amount
Cost
Months
Base
Type
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search phrase
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Phrase (name, email or phone)
Contact ID
Include My Team Contacts
First Name
Last Name
Job Title
Company Name
Work
Home
Mobile
Work
Home
Other
Website
Twitter
Linkedin
Facebook
Instagram
Other
Street
City
State
Zip
Country
Type
Status
Tag
Lead Source
Background
Owner
Next Action Text
Next Action Date
Starred
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
Amount CodeRequired
Category NameRequired
AmountRequired
NameRequired
Date
Note
Payment Type
Source
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
FrequencyRequired
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email RecipientsRequired
Email BodyRequired
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Bill IDRequired
Vendor
Currency Code
Date of Issue
Days Due From Issue
Bill Number
Language
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Client Does Not ExsistRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Estimate Does Not ExistRequired
Customer
Create Date
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate ID
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Time Entry IDRequired
Project
Started At
Duration
Is Logged
Internal?
Client ID
Billed?
Billable?
Active?
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Credit Note ID
Client IDRequired
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimit results to my service areasRequired
Category
Location filter type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Review
Triggers when you receive a new review on your seller profile.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bark IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bark IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bark IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBark IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Completed Next Action
Triggers when a next action is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Result
Text
Phone Number
Via
Notify users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
NameRequired
Pipeline ID
Owner
Text
Status
Amount
Cost
Months
Base
Type
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Job Title
Company Name
Work
Home
Mobile
Work
Home
Other
Website
Twitter
Linkedin
Facebook
Instagram
Other
Street
City
State
Zip
Country
Type
Status
Tag
Lead Source
Background
Owner
Starred
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Phrase (name, email or phone)
Contact ID
Include My Team Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch phrase
Access
User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch phrase
Deal ID
Contact IDRequired
NameRequired
Pipeline ID
Owner
Text
Status
Amount
Cost
Months
Base
Type
Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
AmountRequired
Date
Invoice IDRequired
Payment Type
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Item IDRequired
PriceRequired
CurrencyRequired
Tax Amount
Tax Name
Send Admin Receipt?Required
Note
Is Active?
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 Percent
Tax1 Name
Tax2 Amount
Tax2 Name
Tax2 Percent
Compounded Tax
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Project
Task
Started AtRequired
Created At
DurationRequired
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email Body
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
Item IDRequired
AmountRequired
CurrencyRequired
Note
Is Active?Required
Send Admin Receipt?Required
Tax Amount
Tax Name
Item NameRequired
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Note IDRequired
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client
Create if Invoice Does Not ExistRequired
Append Line Items on UpdateRequired
Currency Code
Date of Issue
Days Due From Issue
Invoice NumberRequired
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor IDRequired
Vendor Name
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Credit Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Purchased Bark
Triggers when you purchase a Bark.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bark IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bark IDRequired
Quote ValueRequired
Quote TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bark IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Not required
ActionThis is an event a Zap performs.SearchFind existing data in your appCategory
City
Latitude
Longitude
Search Radius (miles)
Bark Age
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How OnePageCRM + FreshBooks + Bark Integrations Work
- Step 1: Authenticate OnePageCRM, FreshBooks, and Bark.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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About FreshBooks
FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
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About Bark
Bark is a world-leading services marketplace with over 5m customers in 6 countries across the globe.
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