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    Freshbooks projects integration

    Asked by indigocomputers on April 20, 2017 at 05:34 AM

    I am wondering if the integration with Freshbooks will allow automatic creation of a Freshbooks project for the relevant client, when a form is submitted?

    Also can data from other JotFrom fields be transferred as a comment within the Freshbooks project?

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    Answered by Sven on April 20, 2017 at 06:43 AM

    Freshbook integration will allow you to send estimates and invoices when the form is submitted, but it will not create any projects, what you can do is choose to send only the contact details of the customer to Freshbooks when the form is submitted, and you can then use the details to create relevant projects.

    You can add the form fields you want when you set up the integration, for more information, please see the link below:

    https://www.jotform.com/blog/58-Create-Invoices-from-Forms-Using-Freshbooks-Integration

     

    Thank you.

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    Answered by indigocomputers on April 20, 2017 at 07:02 AM

    Ok thank-you.