FreshBooks integration par Bitrix24 Integrations

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FreshBooks integration

Évaluation

Aucune évaluation
Installations

718
Développeur

Bitrix24 Integrations

Description

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.

Instructions d'installation

Assistance technique

Sécurité des données

Ajouté : 01.12.2017

Assistance technique

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

Instructions d'installation

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.

Sécurité des données

FreshBooks integration

L'application demande des autorisations pour accéder aux données :

CRM

accès complet : afficher, créer, modifier et supprimer des prospects, contacts, entreprises, offres, factures, devis, activités, champs d'utilisateurs, etc.

Chat et Notifications

accès complet : afficher, créer, modifier et supprimer les conversations et messages ; connecter les utilisateurs aux chats ; modifier les chats ; lire tous les messages de chat

Utilisateurs (minimum)

lire la liste des utilisateurs et les noms sans les coordonnées

Incorporation de l'application

accès complet : visualiser, créer, modifier et supprimer des widgets

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