Create deal after Freshbooks invoice is sent

philm at October 4th, 2015 20:50 — #1

I'm trying to find a solution that will create a new contact and a new deal for that contact (in OnepageCRM) as soon as I send a new estimate from Freshbooks.

I've looked at cloud integration services like Zapier but they are all limited to just creating a new contact. With the onepageCRM API, is it possible that a custom integration could be written that would allow this integration to work?

Thanks
Phil

liam at October 5th, 2015 05:01 — #2

Hello Phil,

Yes, this should be possible, though I'm not too familiar with the Freshbooks API. Here are a few suggestions

Listen to Freshbooks webhooks for the new estimate event. Then make two API calls to OnePageCRM to create a new contact and add a deal to them.
Setup the Zapier integration to create contacts, and save a custom lead source or background message like 'Freshbooks Estimate'. Then listen to OnePageCRM's webhooks and when you receive one for a contact created with the custom message you set in Zapier, create a deal for said contact.

For both of these you would need a server with a public IP address that can be configured to listening to HTTP webhooks from Freshbooks or OnePageCRM.

This can get more complex if you want to add a deal to a contact that already exists in OnePageCRM. I would suggest searching by email address to see if a contact exists before trying to create a new contact.

Let me know if you need any further explanations or help with this
-Liam

philm at October 6th, 2015 08:06 — #3

Hi Liam,

Thanks for the very comprehensive reply; this is well beyond my limits unfortunately but I will definitely keep this solution to hand in case I can get this developed by someone.

Thanks again
Phil

liam at October 6th, 2015 09:33 — #4

You're very welcome Phil,
If a custom integration isn't possible for you at the moment, there may be some more alternatives:
If you haven't settled on using freshbooks, then you could consider one of these alternatives which we are already integrated with. One difference is that these integrations create estimates/quotes/invoices from OnePageCRM rather than vice versa. So you would create a deal in OnePageCRM and then the details can be sent on to one of these services:

Otherwise a custom integration or Zapier are the only ways to sync data between OnePageCRM and other services.