Integrate ServeManager with FreshBooks to automate your work
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Select a trigger from ServeManager
Setup an action from FreshBooks
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Quickly connect ServeManager to FreshBooks with a Zapier template.
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Connect ServeManager and FreshBooks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Invoice Issued
Triggers when an invoice is issued.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Attempt
Triggers when a new attempt is logged.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Job
Triggers when new job is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Contact Primary
- Document TitleRequired
- URL of the FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Number
- Match All, Active, or Archived?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case Number
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- VendorRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Contact Email
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- Company NameRequired
- Credit_note_create_date
- Credit_note_credit_type
- CommentsRequired
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type of UploadRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Company NameRequired
- Description
- Type of UploadRequired
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Description
- Company NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- Unit Cost Code
- Category NameRequired
- Tax Amount
- Tax Name
- Date
- Note
- Payment Type
- Source
- Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Description
- Company NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
- FrequencyRequired
- Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Zip
- Country
- Account Number
- Contact Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email_recipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Bill IDRequired
- VendorRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- Contact Email
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Mobile Phone
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- Company NameRequired
- Credit_note_create_date
- Credit_note_credit_type
- CommentsRequired
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type of UploadRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Unit Cost Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Company NameRequired
- Description
- Type of UploadRequired
- QuantityRequired
- RateRequired
- Currency Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Time Entry IDRequired
- Project
- Started AtRequired
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search ValueRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- Company NameRequired
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Company NameRequired
- Description
- Type of UploadRequired
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Document TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Affidavit
Triggers when a new affidavit document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of UploadRequired
- Document TitleRequired
- URL of the FileRequired
- Filename (advanced)
- JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JobRequired
- Label
- CommentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Email
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Primary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Job Number
- Match All, Active, or Archived?
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Contact Primary
- Document TitleRequired
- URL of the FileRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- Company NameRequired
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- CategoryRequired
- Client IDRequired
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax Amount 1
- Tax Name 1
- Tax2 Amount
- Tax Name 2
- Tax Amount 2
- Compounded Tax
- CurrencyRequired
- VendorRequired
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Match All, Active, or Archived?
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Document TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Pending Client
- Pending Project
- Pending Task
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email BodyRequired
- Email SubjectRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- Company NameRequired
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Create if Client Does Not ExsistRequired
- Append Line Items on UpdateRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Invoice Number
- LanguageRequired
- Estimate
- Active Payment Gateway
- Description
- Company NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Notes
- PO Number
- Terms
- Discount Value
- Discount Description
- CommentsRequired
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type of UploadRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- VendorRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Zip
- Country
- Account Number
- Contact Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Contact Email
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- Company NameRequired
- Credit_note_create_date
- Credit_note_credit_type
- CommentsRequired
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type of UploadRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Description
- Company NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Zip
- Country
- Account Number
- Contact Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found