Ecwid by Lightspeed + FreshBooks
Create or update FreshBooks clients when new customers are added in Ecwid by Lightspeed
Boost your customer management process with this workflow. When a new customer is added in your Ecwid by Lightspeed system, this setup will concurrently create or update their profile in the FreshBooks app. Enhancing your efficiency, this automation smoothens the transition between your e-commerce platform and accounting software, keeping your client base constantly updated.
Boost your customer management process with this workflow. When a new customer is added in your Ecwid by Lightspeed system, this setup will concurrently create or update their profile in the FreshBooks app. Enhancing your efficiency, this automation smoothens the transition between your e-commerce platform and accounting software, keeping your client base constantly updated.
- When this happens...
New CustomerTriggers when a new customer is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update ClientUpdates an existing client based on email. Optionally create a client if one is not found with matching email.
ActionWriteCreate a new record or update an existing record in your app.
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New Abandoned Cart
Triggered when a customer leaves an online store without making a purchase.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPayment Status
Fulfillment Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPayment Status
Fulfillment Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPayment Status
Fulfillment Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCoupon NameRequired
Coupon CodeRequired
Discount
Discount Type
Status
Launch Date
Expiration Date
Total Limit
Uses Limit
applicationLimit
Order Count
repeatCustomerOnly
catalogLimitProducts
catalogLimitCategories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
PriceRequired
SKU Number
Description
Quantity
Weight
Enabled
Unlimited
Compare To Price
Is Shipping Required
Warning Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Link on your imageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keywords
Order Number
Vendor Order Number
Email
Customer ID
Payment Status
Fulfillment Status
Accept Marketing
Referer ID
Product ID
Coupon Code
Total From
Total To
Created From
Created To
Updated From
Updated To
Payment Method
Shipping Method
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
Customer's Name
Customer's EmailRequired
Group ID
Minimum number of order a customer placed
Maximum number of order a customer placed
Accept Marketing
Created From
Created To
Updated From
Updated To
Customer's Password
Customer group ID
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 ZapPollingZapier 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 found
Customer Email
Agreed to receive email marketing
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Paid Order
Triggered when a new paid order is placed (with line item support).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer's EmailRequired
Customer's Password
Customer group ID
Customer's Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Payment StatusRequired
Fulfilment StatusRequired
Product NameRequired
Product PriceRequired
Product QuantityRequired
Product SKU
Product Weight
Payment Method
Total
Tax
Order Comments
Shipping Rate
Shipping Person Name
Shipping Method Name
Shipping Person Company Name
Shipping Person Street
Shipping Person City
Shipping Person Country Code
Shipping Person Postal Code
Shipping Person State Code
Shipping Person Phone
Billing Person Name
Billing Person Company Name
Billing Person Street
Billing Person City
Billing Person Country Code
Billing Person Postal Code
Billing Person State Code
Billing Person Phone
Subtotal
Payment Module
customerTaxExempt
customerTaxId
customerTaxIdValid
reversedTaxApplied
IP Address
Coupon Discount
Referer Url
Volume Discount
Customer ID
Hidden
Membership Based Discount
Total And Membership Based Discount
Discount
Global Referer
Create Date
Customer Group
Tracking Number
Payment Message
External Transaction ID
Affiliate ID
Private Admin Notes
Pickup Time
Accept Marketing
Disable All Customer Notifications
External Fulfillment
External Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
SKU
Name
Quantity
Unlimited
Price
Compare To Price
Weight
Enabled
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keyword
Name
Email
Group ID
Minimum number of order a customer placed
Maximum number of order a customer placed
Accept Marketing
Created From
Created To
Updated From
Updated To
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
SKU
Product ID
Enabled
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
SKU Number
Product ID
Enabled
TitleRequired
PriceRequired
Description
Quantity
Weight
Unlimited
Compare To Price
Is Shipping Required
Warning Limit
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 found
About Ecwid by Lightspeed
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