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.
Categories
Diagram
How it works?
When this trigger fires in FreshBooks
New Client in FreshBooks
Triggers when a new client is created.
Then this action happens in Signpost
Create or Update Contact in Signpost
Creates a Contact, or updates the Contact if it already exists.
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 if you don't have one.
Connect FreshBooks to Zapier.
Give Zapier access to your FreshBooks account, using FreshBooks credentials.
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
Choose the following trigger: New Client (Triggers when a new client is created.).
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.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between FreshBooks and Signpost.
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!
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Creates a Contact, or updates the Contact if it already exists.
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Add an Appointment to a Contact, automatically creating a new Contact if it does not already exist.
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Apps you need
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