Revamp CRM + FreshBooks Integrations

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Add new Revamp CRM contacts to FreshBooks as new clients

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Add new Revamp CRM contacts to FreshBooks as new clients

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Supported triggers and actions

What does this mean?

- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Type
- Completion State
- Assignee
Trigger
Scheduled
Try It
- NameRequired
- CustomerRequired
- PipeLineRequired
- Deal StageRequired
- ValueRequired
- CurrencyRequired
- Expected Date Deal EndsRequired
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write

- NameRequired
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search

- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- 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
Action
Write
- 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
Action
Write
- AccountRequired
- InvoiceRequired
Action
Write
- AccountRequired
- TitleRequired
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- AccountRequired
- Email Body
- Email SubjectRequired
- Invoice IDRequired
Action
Write
- AccountRequired
- ClientRequired
- 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
Action
Write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- 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
Action
Search or write

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
Try It
- NameRequired
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- SubjectRequired
- TypeRequired
- CustomerRequired
- Due on DateRequired
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Scheduled
Try It
- AccountRequired
- StatusRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
Action
Write
- 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?
Action
Write
- 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
Action
Write
- AccountRequired
- AmountRequired
- Amount CodeRequired
- Category NameRequired
- AmountRequired
- NameRequired
- Date
- Note
- Payment Type
- Source
- Visibility State
Action
Write
- 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
Action
Write
- AccountRequired
- Email RecipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
Action
Write
- 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
Action
Write
- AccountRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- AccountRequired
- 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
Action
Search or write

How Revamp CRM + FreshBooks Integrations Work

Step 1: Authenticate Revamp CRM and FreshBooks.
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.

Connect apps

Connect Revamp CRM + FreshBooks

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, Zapier

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.

Learn more

Related categories

Accounting

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Revamp CRM + FreshBooks Integrations

How to connect Revamp CRM + FreshBooks

Add new Revamp CRM contacts to FreshBooks as new clients

Add new Revamp CRM contacts to FreshBooks as new clients

Connect your apps and automate workflows

Person Matching Filter

Email

Phone Number

Tags

Order Id

Keyword

New Customer

New Task

Task Matching Filter

Type

Completion State

Assignee

Create Deal

NameRequired

CustomerRequired

PipeLineRequired

Deal StageRequired

ValueRequired

CurrencyRequired

Expected Date Deal EndsRequired

Probability

Owner Name

Status

Sales Region

Product

Deal Source

Create Organization

NameRequired

Title

Primary Phone

Primary Email

Secondary Phone

Secondary Email

Skype

Website

Twitter

Linkedin

Address 1

Address 2

City

Postal Code

Country

Description

Birth Date

Gender

Tags

Score

Find Person

Keyword

Email Address

Phone Number

Tags

Order Id

Find Organization

Keyword

Email Address

Phone Number

Tags

Order Id

New Estimate

AccountRequired

New Invoice Hook

AccountRequired

New Expense

AccountRequired

New Invoice

AccountRequired

New Project

AccountRequired

New Invoice Payment Hook

AccountRequired

Updated Estimate

AccountRequired

Updated Project

AccountRequired