FreshBooks integration with NiceJob
How to Add new FreshBooks customers to NiceJob
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new FreshBooks customers to NiceJob" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate NiceJob integrations
NiceJob actions
Nekton can use any feature that is available in NiceJob API.
Using our advanced AI, you can easily create custom automations for NiceJob.
Here are some typical actions you can do in your automated workflows.
Create Booking
Creates a new Booking.
Create Employee
Creates a new employee.
Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
Create Visit
Creates a new visit.
Find a Person
Find a person with a specific email address.
Create Case
Creates a new case.
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