FreshBooks integration with ServiceWorks
How to Add new FreshBook clients to ServiceWorks as customers
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 FreshBook clients to ServiceWorks as customers" 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 ServiceWorks integrations
ServiceWorks actions
Nekton can use any feature that is available in ServiceWorks API.
Using our advanced AI, you can easily create custom automations for ServiceWorks.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a customer
Edit Customer
Triggers when a customer is edited.
New Customer
riggers when a new customer is created.
About ServiceWorks
ServiceWorks is a Field Service Management Platform