Captured price + scope create a FreshBooks estimate ready to send.
Every call your AI agent takes flows into FreshBooks with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.
One webhook out of RevSquared, then any number of Zaps that route it to FreshBooks. Here's what teams build.
Captured price + scope create a FreshBooks estimate ready to send.
Caller info creates a FreshBooks client ready for invoicing.
Call duration and project code log as a billable time entry.
Confirmed services create an invoice draft tied to the client.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
In the same Zap, add FreshBooks as the next step. Pick an action, map the webhook fields into FreshBooks, and turn it on.
Drop new caller details into FreshBooks as a client.
Phone-quoted prices create FreshBooks estimates ready to send.
Call duration + project code becomes a billable time entry.
Tag calls by project so the right hours hit the right invoice.
Auto-categorize call-related expenses for clean P&L reporting.
Repeat callers update existing client records.
One Zapier integration. Paste your Catch Hook URL and every billable call posts to it.
Different Zaps for clients, estimates, invoices, time entries.
Webhook fires within seconds so today's calls hit today's books.
Your AI answers emergency and maintenance calls 24/7 so your techs stay on the job.
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See the pageBuild a Zap once. Every future call lands where it needs to go automatically.