See FreshBooks profiles of your web visitors during chat sessions. Know where they stand financially.
View past invoices and create new ones. Increase customer happiness while growing revenue.
Add new customers to FreshBooks without even leaving the webchat panel. Never miss a lead.
Use ClickDesk's email help desk to manage customer issues the smart way, including offline support and helpdesk analytics.
Login to your ClickDesk Dashboard.
Go to Live Chat -> Plugins and Integrations. Click on FreshBooks to configure the plugin
Login to your FreshBooks account, navigate to 'My Account' and click on 'Freshbooks API'. Copy the authentication token.
In the integration setup page at ClickDesk, paste the authentication token, enter Freshbooks URL and save.
You have successfully integrated FreshBooks with ClickDesk.
When a customer visits your website and enters their email address to initiate a live chat, agents will receive the customer's information along with past invoice details from FreshBooks directly on their Agent Dashboard
You can now add a new client to your FreshBooks account directly from the chat interface.
To add a new client during a chat session, use the "/add" command.
You can also now send new invoices to a customer during a chat.
To send a new invoice, use the "/invoice item-name quantity" command.