Promoter.io
Freshbooks

Integrate Promoter.io with Freshbooks

About Promoter.io

Promoter.io generates a Net Promoter Score (NPS) for companies by sending their customers surveys and using the results to segment them into promoters, passives, and detractors. It can also evaluate written customer feedback - assessing it for positivity and negativity - and allow users to add relevant tags to customer responses. Users can then view an analytics dashboard in Promoter.io to track a company’s NPS over time and monitor the emergence of various response trends.

About Freshbooks

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.

Popular Use Cases

Amazon Redshift

Bring all your Promoter.io data to Amazon Redshift

Google BigQuery

Load your Promoter.io data to Google BigQuery

Snowflake

ETL all your Promoter.io data to Snowflake

MySql

Move your Promoter.io data to MySQL

Amazon Redshift

Bring all your Freshbooks data to Amazon Redshift

Google BigQuery

Load your Freshbooks data to Google BigQuery

Snowflake

ETL all your Freshbooks data to Snowflake

MySql

Move your Freshbooks data to MySQL

Integrate Promoter.io With Freshbooks Today

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Promoter.io's End Points

Contacts

Create or retrieve data about a contact, including their name, contact ID, email, and any attributes that have been assigned to them. Then, use those attributes to filter your NPS analytics so that they show company performance within a more specific set of parameters.

Campaigns

Set up an email campaign on Promoter.io by providing the name of the campaign, the dates it will run, and the contact list the campaign is being sent to. Then, specify whether to survey the entire contact list or only contacts that haven’t been surveyed yet. This will allow you to create specialized campaigns for the new recipients on your lists.

Feedbacks

Retrieve customer feedback that Promoter.io has collected, including the contact information for the respondee, the score they chose, any comments they left, and whether those comments are positive or negative.

Contact Lists

Create or modify a list of recipients that you wish to survey. You can choose to allow Promoter.io to automatically add contacts as you survey them, or you can integrate Promoter.io with an existing contact list that you wish to survey.

Email Templates

Personalize the email templates used for your survey campaigns by branding them with your logo, writing introductions to the survey questions, or specifying what products or companies the surveys are for.

Freshbooks's End Points

Clients

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.

Invoices

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.

Payments

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.

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