How do I send a new client from Cloze to Freshbooks? | Cloze, Inc.

How do I send a new client from Cloze to Freshbooks?

Choose a Cloze Person Added to List trigger and a Freshbooks Create Client action.

Select your Cloze and Freshbooks accounts

 

 

Add a filter to only trigger a "Person added to list" from Cloze when a person is added to a List. In this example the Zap will only trigger when a contact is added to the Customer list. 

 

Match up Cloze Person added to list to Freshbooks Client

 

 

Name and turn this Zap on