Revamp CRM + FreshBooks Classic Integrations
How to connect Revamp CRM + FreshBooks Classic
Zapier lets you send info between Revamp CRM and FreshBooks Classic automatically—no code required.
Triggers when matching deals with this criteria.
Create a new client automatically.
Popular Revamp CRM + FreshBooks Classic workflows
Add new Revamp CRM contacts to FreshBooks as new clients
Add new Revamp CRM contacts to FreshBooks as new clients
Person Matching FilterTriggers when matching people with this criteria.Trigger- Deal Matching FilterTriggers when matching deals with this criteria.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Organization Matching FilterTriggers when matching organizations with this criteria.Trigger
- Task Matching FilterTriggers when matching tasks with this criteria.Trigger
- Create PersonCreates a new person.Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
- FreshBooks Classic
Triggers instantly on your choice of records either created or updated.
Instant
Trigger
- FreshBooks Classic
Triggers when a new client is added.
Scheduled
Trigger
- FreshBooks Classic
Triggers when a new contact is added for a client.
Scheduled
Trigger
- FreshBooks Classic
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.
Scheduled
Trigger
- FreshBooks Classic
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.
Scheduled
Trigger
- FreshBooks Classic
Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).
Scheduled
Trigger
- FreshBooks Classic
Triggers when a new invoice is created (with line item support).
Scheduled
Trigger
- FreshBooks Classic
Triggers when a new payment is created.
Scheduled
Trigger
- FreshBooks Classic
Triggers when there is a new staff member created.
Scheduled
Trigger
- FreshBooks Classic
Triggers for new task in a project or account.
Scheduled
Trigger
- FreshBooks Classic
Triggers for new time entries in any project.
Scheduled
Trigger
- FreshBooks Classic
Create a new client automatically.
Scheduled
Action
- FreshBooks Classic
Create a new invoice and mark it as paid.
Scheduled
Action
- FreshBooks Classic
Given a Client, create a new Estimate for them inside Freshbooks.
Scheduled
Action
- FreshBooks Classic
Creates a new expense
Scheduled
Action
- FreshBooks Classic
Create an invoice, and optionally send it.
Scheduled
Action
- FreshBooks Classic
Create a new product (called an Item) inside Freshbooks.
Scheduled
Action
- FreshBooks Classic
Create an invoice, and optionally send it (with line item support).
Scheduled
Action
- FreshBooks Classic
Create a new project automatically.
Scheduled
Action
- FreshBooks Classic
Given an invoice ID, send an invoice by email or snail mail.
Scheduled
Action
- FreshBooks Classic
Create a new task automatically.
Scheduled
Action
- FreshBooks Classic
Creates a new time entry on a task
Scheduled
Action
- FreshBooks Classic
Finds a client by email or username.
Scheduled
Action
- FreshBooks Classic
Finds or creates a specific client.
Scheduled
Action
How Revamp CRM + FreshBooks Classic Integrations Work
- Step 1: Authenticate Revamp CRM + FreshBooks Classic.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.
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