FreshBooks integration oleh Bitrix24 Integrations

Beranda
Import and export
FreshBooks integration

Penilaian

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Instalasi

718
Pengembang

Bitrix24 Integrations

Deskripsi

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.

Sel ect a company, contact or deal fr om 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.

https://helpdesk.bitrix24.com/open/13500714/

The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.

Petunjuk instalasi

Dukungan teknis

Keamanan data

Ditambahkan: 12/01/2017

Dukungan teknis

https://helpdesk.bitrix24.com/ticket.php

Petunjuk instalasi

Complete standard installation from Bitrix24.Market and proceed with the following steps:

Log in to the application.
Indicate business (if you have several businesses in FreshBooks).
Indicate addresses.
Select payment systems.
Indicate templates for details.
Launch synchronization.

Keamanan data

Lihat lebih lanjut

FreshBooks integration

Aplikasi meminta izin untuk mengakses data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Pengguna (minimum)

baca daftar pengguna dan nama tanpa informasi kontak

Application embedding

full access: view, create, edit and delete widgets

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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