FreshBooks + Microsoft Office 365 Integration

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FreshBooks + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use Microsoft Office 365 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 Microsoft Office 365.

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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Microsoft Office 365 + FreshBooks Integration

Create FreshBooks client for new Microsoft Office 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Office 365, 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 Microsoft Office 365 and FreshBooks!
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FreshBooks + Microsoft Office 365 Integration
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
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
2.
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
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