Applications



FreshBooks integration

from Bitrix24 Integrations
Free
Install
  • Published: 12/01/2017
  • Installations: 105
  • Version: 1
  • Description
  • Versions
  • Support
  • Install
  • Today you can synchronize your data between FreshBooks and Bitrix24.

    If a Company and Contact details or an Invoice are modified in FreshBooks, the app will automatically make changes in Bitrix24. All of changes in Bitrix24 Company and Contact details will be automatically synchronized to FreshBooks.

    How it works

    Create an Invoice in FreshBooks from a Bitrix24 Contact, Company or Deal. Select a Contact, Company or a Deal from the list in Bitrix24 CRM, click on «Create invoice in FreshBooks» widget, select a product or a service in the window that will open, and switch to creation of an invoice in FreshBooks interface. A link to the Invoice will appear in FreshBooks, after the Invoice is saved in the additional field of a Bitrix24 Contact, Company or a Deal. If the status of a FreshBooks Invoice changes to «Paid», the app will automatically change the status of the corresponding Invoice in Bitrix24 and will send a notification to a responsible manager.

  • Version 1
    Today you can synchronize your data between FreshBooks and Bitrix24.

  • info@bitrix24.com
  • Install the application in a regular manner from the Bitrix24 marketplace and follow the following steps:

    1. Login into the application.

    2. Indicate business (if you have several in FreshBooks).

    3. Indicate addresses.

    4. Select payment systems.

    5. Indicate templates for details.

    6. Launch synchronization.

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organizations
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