Integrations › FreshBooks
Every paid invoice in FreshBooks becomes a review request.
Connect FreshBooks and every invoice paid in full turns into a Google review request, texted from your own local number. Works for any business that invoices customers, whatever the trade.
What you need
Your FreshBooks login. Zurvia never changes your books.
How to connect
- In Zurvia, open CRM Connect and click Connect FreshBooks.
- Sign in to FreshBooks and click Allow.
- Zurvia reads invoices, payments and clients, and never changes your books.
What triggers a request
An invoice paid in full. Partial payments wait until the invoice is paid off.
FreshBooks tells Zurvia about payments as they happen; Zurvia also checks every 10 minutes. Only payments after you connect count, each one once.
Texts go to the client's mobile number in FreshBooks, then home, then business phone; otherwise email.
Repeat customers are asked again only after your "don't ask again" window.
Every request follows your location's rules: business hours, one reminder at most, the "don't ask again" window for repeat customers, and texting only once your number is approved (emails go out in the meantime).
What Zurvia reads
Read-only, and only what it needs.
Invoices and payments: whether an invoice is paid in full, and when.
Clients: name, mobile, home and business phone, email. That's who gets asked.
Never written: Zurvia doesn't create, change or delete anything in FreshBooks.
FreshBooks questions
What people ask before connecting.
Do I need any other software?
No. If you invoice customers in FreshBooks, that's all Zurvia needs: the paid invoice is the signal.
What about deposits and partial payments?
They wait. A request goes out once the invoice is paid in full.
Which phone number gets the text?
The client's mobile number in FreshBooks, then their home phone, then their business phone. No phone at all? They get an email.