Formstack

(4 Ratings)

No more manual entry.  No more copy and paste.
Integrating Formstack with your FreshBooks account makes it possible to create FreshBooks clients and invoices directly from your website. Create a new form, or take your existing forms into Formstack, which can be mapped to your FreshBooks account. Invoices can be created as drafts, or sent out immediately. You can even setup a recurring profile directly from your forms.

How it works
The process is simple. Build your form in Formstack and map the form fields, such as name, organization and email address, to a new FreshBooks client. You have the option to just create a client, or to generate an invoice or estimate upon creating your new client. With the form embedded into your website, visitors can fill in the form and the integration will take care of all the work in FreshBooks. It’s a perfect fit for generating leads, and taking in orders through your website.

Formstack - summed up
Formstack helps businesses collect data from customers and potential leads through their website. With Formstack, you can easily build and embed forms that fit seamlessly. Choose from a long list of templates, or drop in fields to build your own custom form. The layout of your form can also be changed to match the look and feel of your website. It then stores your collected data in an online database, which can be easily shared. You can use Formstack to collect all sorts of information, such as contact information for leads, and information for fulfilling orders.

What other FreshBooks add-ons does it connect to?
Formstack also integrates with MailChimp, TypePad and Salesforce.

Getting Started

Click on the Get Started link above to sign-up for a Formstack account. The FreshBooks integration is only available for paid accounts. In order to get started, you'll need to build your form in Formstack first.

You can connect your form to your FreshBooks account by taking the following steps:

1. Login to your Formstack account.
2. In the Forms screen, select the form you wish to view.
3. Click on the Settings tab towards the top of your form.
4. Click on the 3rd Party Integration section and then select Add beside FreshBooks.
5. Enter your FreshBooks subdomain and Authentication Tokens and click on the Save Settings button.

You should now see the fields which can be mapped to your FreshBooks account.

Reviews of Formstack

Average Rating Based on 4 Reviews

Alexa
March 10, 2012

Carlin
December 11, 2010

Dylan
October 5, 2010

Phil
September 25, 2010

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