Cloze + FreshBooks Integration

Connect Cloze to FreshBooks in 1 click

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1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze 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 Cloze + FreshBooks Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
FreshBooks + Cloze Integration

Create Cloze person for new FreshBooks client

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

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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FreshBooks + Cloze Integration

Create Cloze company 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 company profile in Cloze whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and FreshBooks!
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Automations

Top 10 Most Popular Cloze Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
Activate
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
Activate
Notion logo
Cloze logo
Create Cloze person for new Notion database item
Activate
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
Activate
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
Activate
WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
Activate
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
Activate
Notion logo
Cloze logo
Create Cloze person for new Notion database item
Activate
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
Activate
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
Activate
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
Activate
Cloze logo
Asana logo
Create Asana task for updated Cloze person
Activate
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
Activate
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
Activate
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
Activate
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
Activate
Cloze logo
Asana logo
Create Asana task for updated Cloze person
Activate
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
Activate
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
Activate
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
Activate

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
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Cloze or FreshBooks With 1400+ Other Apps

Cloze
Cloze
Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in 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.