Create a FreshBooks client from a PandaDoc contact
About
If you need to copy your PandaDoc contacts to FreshBooks on a one-time basis, you can use this template.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a client.
Creates a new contact.
Creates a new document.
Creates a service.
Creates estimates.
Creates a new expense. Allows to attach a file to the expense.
Creates a new invoice.
Creates an item.
Deletes a contact.
FAQ