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Using the Freshbooks Integration


1
Create your first survey

When you first log into your fresh Callexa account you are prompted to create your first survey. Just define an internal name (not visible to your customers), set the language and submit.

On the next page customize your survey's layout, text blocks and follow-up questions. You can change all those settings at any time in the future. Read the "Creation and Customization of a Survey" guide for more information.


2
Activate Freshbooks integration

Now click the "Integrations" tab of your survey, look for the Freshbooks card and click "Activate". You will be redirected to Freshbooks to log in to your account (unless you are already logged in). This authorization must be granted only once.

Note: Callexa will only read the invoice IDs and pay dates, as well as the email address and full name of the assigned customer. We do not store or process any other content from your Freshbooks account.

3
Further settings...

You are almost done. If activation was successful you will be prompted to configure a send delay. Whenever you set an invoice to payed the corresponding customer is added to the recipients queue shortly after. To delay the actual sending of the survey, increase the value to the amount of days to wait.

4
What now? Am I done?

Actually yes. If the integration card is highlighted in green, from now on recipients will be added automatically and surveys are sent with the scheduled delay.

We recommend you to test drive your survey with an email address of your own. Check the "Manually adding Recipients" guide for instructions.

Otherwise, you are all done. Just follow your usual routine at Freshbooks and wait for the first responses to come in.



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