Integrate Freshbooks with AskNicely
Freshbooks is a cloud-based accounting software that is specifically designed for small businesses and self-employed professionals with hourly rates. It handles most of the busywork associated with charging clients and collecting money using tools that track work time, send invoices, and process credit card payments. It can also use the data associated with these processes to generate reports that give you a better understanding of your company’s profits.
AskNicely is a survey tool that allows users to collect and act on real-time customer feedback using the net promoter score (NPS) framework. This helps them accurately understand their performance and increase their customer retention, reviews, and referrals.
Popular Use Cases
Bring all your Freshbooks data to Amazon Redshift
Load your Freshbooks data to Google BigQuery
ETL all your Freshbooks data to Snowflake
Move your Freshbooks data to MySQL
Bring all your AskNicely data to Amazon Redshift
Load your AskNicely data to Google BigQuery
ETL all your AskNicely data to Snowflake
Move your AskNicely data to MySQL
Integrate Freshbooks With AskNicely Today
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Freshbooks's End Points
Retrieve basic information about your clients, including name, email address, phone number, and client ID. You can also use this field to monitor a client’s financial relationship with your company by tracking specific parameters such as their transactions, total balance, and recent activity.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
AskNicely's End Points
Use simple one-touch surveys to generate valuable customer feedback. Then, use this information to create and track your Net Promoter Score (NPS) based on product, channel, rep, etc. This can help provide customer analytics both within AskNicely and in other data sources.
Utilize the survey information both to better interact with your customers and to empower your team. With the survey results, your whole company can gain an accurate understanding of customer experience and your team can take immediate action to drive retention, upgrades, reviews and referrals.
Use your NPS to track your performance over time and see the impact that your marketing and sales campaigns are actually having on customer intent.
Increase the number of customer responses with AskNicely’s automations and optimizations. Then, integrate this customer feedback with other relevant data sources to get a comprehensive overview of your customers and improve your long-term business strategies.
View important metrics for your account like your NPS and the percentage of your respondents that had positive or negative survey responses. This provides a broader view of your survey performance that can help you determine your overall business performance.