Create new FreshBooks Sales Invoice from Salesforce Opportunity
This integration selects new Salesforce opportunities and imports them to FreshBooks as sales invoices.
Note: It does not import pre-existing Salesforce opportunities to FreshBooks sales invoices.
Note: For best results customers and products should be pre-synced between FreshBooks and Salesforce apps.
Note: Each FreshBooks client should belong to one organization only. In case multiple clients belong to same organization the integration will fail with error.
How to Set Up
- Select or create connections: Salesforce connection for Source and FreshBooks connection for Target.
- Specify the schedule on which the integration will run automatically.
Tips
- To create FreshBooks sales invoices from specific new Salesforce opportunities, configure more filters in the task editor.