Integrate Freshbooks with Freshdesk
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.
Freshdesk is a customer support ticketing system that includes a range of ticketing tools such as ticket prioritization, service level agreements, native internal communication between collaborating agents, automated suggestions for ticket solutions and in-depth customer support analytics.
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 Freshdesk data to Amazon Redshift
Load your Freshdesk data to Google BigQuery
ETL all your Freshdesk data to Snowflake
Move your Freshdesk data to MySQL
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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.
Freshdesk's End Points
Create, view, and/or modify information associated with one of your support agents, including their contact information (name, email, phone number), their permission level and which customer support group they belong to. You can also see if the agent is currently available to take a ticket and how long they have been available for so that you can assign tickets to appropriately.
Retrieve and update information about replies and notes associated with tickets, including the full text of the reply and the IDs of the agents, customer and support ticket associated with the conversation. This will not only allow you to integrate the full content of a support interaction into your customer support analytics but also allow Freshdesk to provide deeper analytics with regards to support agent performance.
See an array of information about a support ticket, including the customer that submitted the ticket, the source they submitted it from, the assigned agent, the content of the support request and the priority that Freshdesk has assigned that ticket. This, along with data about the type of support issue that the ticket is addressing, will allow you to more effectively assign the right members of your support team to the right tickets.
View data about a contact that has created a support ticket. This includes both basic contact information - like their name, email address, and social media ID - and information that will help you to more effectively assign the right agents to meet that contact’s needs, such as their preferred language, their associated tags and what other tickets they have submitted.