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FreshBooks integration

desde Bitrix24 Integrations
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  • Publicado: 01.12.2017
  • Instalaciones:185
  • Versión: 1
  • Descripción
  • Versiones
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  • Now you can synchronize your data between FreshBooks and Bitrix24.

    If company and contact details or invoices are modified in FreshBooks, the app will automatically implement changes in Bitrix24. All changes in Bitrix24 company and contact details will be automatically synchronized with FreshBooks.

    How it works

    Create a new invoice in FreshBooks from Bitrix24 company, contact or deal.  

    Select a company, contact or deal from Bitrix24 CRM list, click on «Create invoice in FreshBooks» widget, select a product or service in the opened window and switch to creating a new invoice in FreshBooks interface.  

    After the invoice is saved in the additional field of Bitrix24 company, contact or deal, a link to the invoice will appear in FreshBooks.  

     

    If the status of FreshBooks invoice changes to «Paid», the app will automatically change the status of the corresponding invoice in Bitrix24 and will send the notification to the responsible manager.

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

  • https://helpdesk.bitrix24.com/ticket.php
  • Complete standard installation from Bitrix24 Marketplace and proceed with the following steps:

    1. Log in to the application.

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

    3. Indicate addresses.

    4. Select payment systems.

    5. Indicate templates for details.

    6. Launch synchronization.

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