FreshBooks
Signpost
zapier

An automated workflow using zapier

Connects FreshBooks + Signpost

Create new contacts in Signpost for new clients in FreshBooks

About this workflow template

This automation scenario allows you to connect FreshBooks and Signpost

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Create new contacts in Signpost for new clients in FreshBooks
Workflow diagram: FreshBooks + Signpost integration

How it works?

When this trigger fires in FreshBooks

FreshBooks

New Client in FreshBooks

Triggers when a new client is created.

Then these actions happen in and undefined

Signpost

Create or Update Contact in Signpost

Creates a Contact, or updates the Contact if it already exists.

New Client in undefined

Triggers when a new client is created.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create new contacts in Signpost for new clients in FreshBooks.

Part I

Configure Applications

First, we need to connect FreshBooks and Signpost to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect FreshBooks to Zapier.

    Connect FreshBooks to Zapier.

    Give Zapier access to your FreshBooks account, using FreshBooks credentials.

  • Connect Signpost to Zapier.

    Connect Signpost to Zapier.

    Give Zapier access to your Signpost account, using Signpost credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for FreshBooks

    Set up a Trigger action for FreshBooks

    Choose the following trigger: New Client (Triggers when a new client is created.).

  • Then set up an Action for Signpost

    Then set up an Action for Signpost

    Choose this action: Create or Update Contact (Creates a Contact, or updates the Contact if it already exists.).

  • Then set up another Action for undefined

    Choose this action: New Client (Triggers when a new client is created.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between FreshBooks and Signpost.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create new contacts in Signpost for new clients in FreshBooks!

Supported triggers and actions

  • FreshBooks

    New client

    Triggers when a new client is created.

    zapieralbato
    triggerbyzapieralbato
  • FreshBooks

    New invoice payment

    Triggers when a new invoice payment is created.

    zapier
    triggerbyzapier
  • FreshBooks

    New invoice

    Triggers when a new invoice is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • FreshBooks

    New filtered invoice

    Triggers when a new invoice thats meets the condition is created.

    zapier
    triggerbyzapier
  • FreshBooks

    New invoice hook

    Triggers when a new invoice is created.

    zapier
    triggerbyzapier
  • FreshBooks

    New expense

    Triggers when a new expense is created.

    zapieralbato
    triggerbyzapieralbato
  • Signpost

    Create or update contact

    Creates a Contact, or updates the Contact if it already exists.

    zapier
    actionbyzapier
  • Signpost

    Create transaction

    Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.

    zapier
    actionbyzapier
  • Signpost

    Create appointment

    Add an Appointment to a Contact, automatically creating a new Contact if it does not already exist.

    zapier
    actionbyzapier
  • Signpost

    Create email interaction

    Add an Email Interaction to a Contact, automatically creating a new Contact if it does not already exist.

    zapier
    actionbyzapier
  • Signpost

    Create or update estimate

    Creates an Estimate for a Contact, or updates the Estimate if it already exists. Automatically creates a new Contact if it does not already exist.

    zapier
    actionbyzapier
  • Signpost

    Create or update job

    Creates a Job for a Contact, or updates the Job if it already exists. Automatically creates a new Contact if it does not already exist.

    zapier
    actionbyzapier

Apps you need

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