FreshBooks + PersistIQ Integration

Connect FreshBooks to PersistIQ in 1 click

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1.
  • 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
  • PersistIQ
    Prospect is created in PersistIQ
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2.

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Ready Workflows Ready Workflows   for FreshBooks + PersistIQ Integration

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Most popular automationmost-popular-automations
FreshBooks + PersistIQ Integration

Create PersistIQ prospect for new FreshBooks client

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

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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PersistIQ + FreshBooks Integration

Create FreshBooks client for new PersistIQ prospect

In order to keep your accounting and customer records in sync, when you create a prospect in PersistIQ, 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 PersistIQ and FreshBooks!
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Automations

Top 10 Most Popular FreshBooks Automations from
Integrately Community

Just click on the workflow you want to automate

Acuity Scheduling logo
FreshBooks logo
Create FreshBooks invoice for new Acuity Scheduling order
Activate
FreshBooks logo
Google Calendar logo
Create Google Calendar event for new FreshBooks order
Activate
FreshBooks logo
ClickUp logo
Create ClickUp task for new FreshBooks client
Activate
Authorize.Net logo
FreshBooks logo
Create FreshBooks client for new Authorize.Net customer
Activate
FreshBooks logo
Google Sheets logo
Create Google Sheets row for new FreshBooks invoice
Activate
Acuity Scheduling logo
FreshBooks logo
Create FreshBooks invoice for new Acuity Scheduling order
Activate
FreshBooks logo
Google Calendar logo
Create Google Calendar event for new FreshBooks order
Activate
FreshBooks logo
ClickUp logo
Create ClickUp task for new FreshBooks client
Activate
Authorize.Net logo
FreshBooks logo
Create FreshBooks client for new Authorize.Net customer
Activate
FreshBooks logo
Google Sheets logo
Create Google Sheets row for new FreshBooks invoice
Activate
WHMCS logo
FreshBooks logo
Create FreshBooks client for new WHMCS contact
Activate
Missive logo
FreshBooks logo
Create FreshBooks client for new Missive contact
Activate
FreshBooks logo
SMS Gateway Hub logo
Send SMS Gateway Hub message for new FreshBooks payment
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks expense from new row Microsoft Excel
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks invoice from new row Microsoft Excel
Activate
WHMCS logo
FreshBooks logo
Create FreshBooks client for new WHMCS contact
Activate
Missive logo
FreshBooks logo
Create FreshBooks client for new Missive contact
Activate
FreshBooks logo
SMS Gateway Hub logo
Send SMS Gateway Hub message for new FreshBooks payment
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks expense from new row Microsoft Excel
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks invoice from new row Microsoft Excel
Activate

Top 10 Most Popular PersistIQ Automations from
Integrately Community

Most popularmost-popular-automations
01
PersistIQ logo
ClickSend SMS logo
Send ClickSend SMS message for new PersistIQ prospect
02
PersistIQ logo
Twilio logo
Send Twilio sms for new PersistIQ prospect
03
PersistIQ logo
SendGrid logo
Send SendGrid email for new PersistIQ prospect
04
PersistIQ logo
Manychat logo
Send ManyChat message for new PersistIQ prospect
05
PersistIQ logo
SMTP logo
Send SMTP email for new PersistIQ prospect
cloud
PersistIQ
app integration
06
PersistIQ logo
Online Live Support logo
Send Online Live Support message for new PersistIQ prospect
07
PersistIQ logo
WhatsGrow logo
Send WhatsGrow message for new PersistIQ prospect
08
PersistIQ logo
Telnyx logo
Send Telnyx message for new PersistIQ prospect
09
PersistIQ logo
SMS Idea logo
Send SMS Idea message for new PersistIQ prospect
10
PersistIQ logo
sms77 logo
Send sms77 message for new PersistIQ prospect
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Want to automate something else in your workflow?

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

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.
PersistIQ
PersistIQ
PersistIQ ielps you reach, engage and convert prospects through intelligent email outreach. We are the first platform to combine the power of smart communication and workflow in one easy-to-use system.