Agendor + FreshBooks Integration

Connect Agendor to FreshBooks in 1 click

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1.
  • Agendor
    Person is created in Agendor Instant
  • Agendor
    Person is updated in Agendor Instant
  • Agendor
    Deal is won in Agendor Instant
  • Agendor
    Deal stage is changed in Agendor Instant
  • Agendor
    Deal is updated in Agendor Instant
  • Agendor
    Deal is created in Agendor Instant
  • Agendor
    Deal is lost in Agendor Instant
  • Agendor
    Task is created in Agendor Instant
  • Agendor
    Organization is created in Agendor Instant
  • Agendor
    Organization is updated in Agendor Instant
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
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2.

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Ready Workflows Ready Workflows   for Agendor + FreshBooks Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
FreshBooks + Agendor Integration

Create Agendor contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use Agendor to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, a corresponding contact will be created in Agendor.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Agendor + FreshBooks Integration

Create FreshBooks client for new Agendor contact

In order to keep your accounting and customer records in sync, when you create a contact in Agendor, this automation will automatically create a client in FreshBooks.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Agendor and FreshBooks!
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Agendor + FreshBooks Integration

Create FreshBooks invoice from new Agendor deal

Do you use Agendor to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in FreshBooks?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Agendor + FreshBooks Integration

Create FreshBooks client from new Agendor organization

If you have created a organization in Agendor, it's important to create a client in FreshBooks. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Agendor + FreshBooks Integration

Create FreshBooks order for new Agendor deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agendor and FreshBooks work together to make accounting and bookkeeping simple.

When you create a deal in Agendor, it will automatically create an order in FreshBooks. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Agendor and FreshBooks.
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FreshBooks + Agendor Integration

Create Agendor organization from new FreshBooks invoice

If you're a small business owner who uses FreshBooks to manage your finances, you may be wondering if there's a way to automatically create a organization profile in Agendor whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Agendor and FreshBooks!
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FreshBooks + Agendor Integration

Create Agendor task for new FreshBooks payment

When you make a payment in FreshBooks, be sure to create a task in Agendor! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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FreshBooks + Agendor Integration

Create Agendor task for new FreshBooks invoice

If you use FreshBooks to manage your invoice, you can also use Agendor to create and manage task associated with those invoice. Creating a task in Agendor will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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FreshBooks + Agendor Integration

Create Agendor task for new FreshBooks client

With the growth of FreshBooks, many companies are looking for ways to connect their FreshBooks account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Agendor every time a client is created in FreshBooks.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Automations

Top 10 Most Popular Agendor Automations from
Integrately Community

Just click on the workflow you want to automate

Notion logo
Agendor logo
Create Agendor contact for new Notion database item
Activate
Google Sheets logo
Agendor logo
Create Agendor contact for new Google Sheets row
WordPress logo
Agendor logo
Create Agendor contact for new WordPress user
Activate
CompanyHub logo
Agendor logo
Create Agendor contact for new CompanyHub record
Salesforce logo
Agendor logo
Create Agendor contact for new Salesforce record
Notion logo
Agendor logo
Create Agendor contact for new Notion database item
Activate
Google Sheets logo
Agendor logo
Create Agendor contact for new Google Sheets row
WordPress logo
Agendor logo
Create Agendor contact for new WordPress user
Activate
CompanyHub logo
Agendor logo
Create Agendor contact for new CompanyHub record
Salesforce logo
Agendor logo
Create Agendor contact for new Salesforce record
Airtable logo
Agendor logo
Create Agendor contact for new Airtable record
Grist logo
Agendor logo
Create Agendor contact for new Grist record
Zoho Creator logo
Agendor logo
Create Agendor contact for new Zoho Creator record
MySQL logo
Agendor logo
Create Agendor contact for new MySQL row
Bubble logo
Agendor logo
Create Agendor contact for new Bubble data thing
Airtable logo
Agendor logo
Create Agendor contact for new Airtable record
Grist logo
Agendor logo
Create Agendor contact for new Grist record
Zoho Creator logo
Agendor logo
Create Agendor contact for new Zoho Creator record
MySQL logo
Agendor logo
Create Agendor contact for new MySQL row
Bubble logo
Agendor logo
Create Agendor contact for new Bubble data thing

Top 10 Most Popular FreshBooks Automations from
Integrately Community

Most popularmost-popular-automations
01
Acuity Scheduling logo
FreshBooks logo
Create FreshBooks invoice for new Acuity Scheduling order
02
FreshBooks logo
Google Calendar logo
Create Google Calendar event for new FreshBooks order
03
FreshBooks logo
ClickUp logo
Create ClickUp task for new FreshBooks client
04
Authorize.Net logo
FreshBooks logo
Create FreshBooks client for new Authorize.Net customer
05
FreshBooks logo
Google Sheets logo
Create Google Sheets row for new FreshBooks invoice
cloud
FreshBooks
app integration
06
WHMCS logo
FreshBooks logo
Create FreshBooks client for new WHMCS contact
07
Missive logo
FreshBooks logo
Create FreshBooks client for new Missive contact
08
FreshBooks logo
SMS Gateway Hub logo
Send SMS Gateway Hub message for new FreshBooks payment
09
Microsoft Excel logo
FreshBooks logo
Create FreshBooks expense from new row Microsoft Excel
10
Microsoft Excel logo
FreshBooks logo
Create FreshBooks invoice from new row Microsoft Excel
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You Can Also Connect Agendor or FreshBooks With 1400+ Other Apps

Agendor
Agendor
Agendor is a sales improvement platform designed for Brazilian companies with long sales cycles, where you can monitor and manage all your contacts, proposals, deals and activities at one place.
FreshBooks
FreshBooks
FreshBooks has everything your business needs to get paid, stay organized and grow. From invoicing to tracking time and expenses, FreshBooks is your all-in-one accounting software.