Capture form submissions, find or create client records, create invoices, and send them via email
Capture form submissions, find or create client records, create invoices, and send them via email
Capture form submissions with Formidable Forms, find or create client records in FreshBooks, generate invoices, and send them to clients via email. Simplify participant registration and improve cash flow with efficient invoicing.
Workflow preview:
Zap details:
Overview
Capture form submissions with Formidable Forms, find or create client records in FreshBooks, generate invoices, and send them to clients via email. Simplify participant registration and improve cash flow with efficient invoicing.