Integrate with Freshbooks Estimates & Support Tickets
I'm really not sure why you only did half the job with FB. The more I use both FB and TC the more I like them both - please complete the integration.
Duncan
shared this idea
Wow, what a great idea – estimates would be really good. What do you mean by support tickets though?
2 comments
-
Paul R Burton
commented
This makes a lot of sense from a workflow perspective.
Potential Client >> Prepare Estimate
Tactile pushes client info to FreshBooks and Automatically creates a draft Estimate. If the estimate is accepted or declined, it would be great if the opportunity status could be updated in Tactile.
-
gjones
commented
Freshbooks unfortunately don't expose their support tickets via their api at the moment so linking those wouldn't be possible, but showing Estimates against linked organisations is certainly something we could look at
