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PandaDoc + FreshBooks Classic Integrations

PandaDoc logoFreshBooks Classic logo
PandaDoc logoFreshBooks Classic logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between PandaDoc and FreshBooks Classic.

Connect PandaDoc + FreshBooks Classic in Minutes

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

All Triggers & Actions

InstantDocument Completed

Triggers when a document is completed.

InstantDocument Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

InstantDocument Paid

Triggers when a document is paid.

InstantDocument Sent

Triggers when a document is sent.

InstantAny Account Activity

Triggers instantly on your choice of records either created or updated.

New Client

Triggers when a new client is added.

New Contact

Triggers when a new contact is added for a client.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

How PandaDoc + FreshBooks Classic Integrations Work

  1. Step 1: Authenticate PandaDoc + FreshBooks Classic.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect PandaDoc + FreshBooks Classic

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