Connect Salesflare to FreshBooks and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Salesflare with FreshBooks - no code necessary. See how you can get setup in minutes.
Select a trigger from Salesflare
A trigger is an event that starts your Zap and runs the workflow. For example, with Salesflare, a trigger could be "New Account."
Setup an action from FreshBooks
An action is what takes place after the automation is triggered. For example, with FreshBooks, the action could be "Add Payment to Invoice."
That’s it! You just connected Salesflare to FreshBooks
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Connect Salesflare and FreshBooks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Connect Salesflare and FreshBooks to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- BodyRequired
- Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Account
- Reminder Date
- Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Name
- Email
- Phone Number
- Account
- Tag
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- VendorRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Email
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- Name
- Credit_note_create_date
- Credit_note_credit_type
- BodyRequired
- Delay
- Days
- Value
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Name
- Description
- Type
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- ClientRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Description
- Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- AmountRequired
- Unit Cost Code
- Category NameRequired
- Tax Amount
- Tax Name
- Start DateRequired
- Note
- Payment Type
- Source
- Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- ClientRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Description
- Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
- FrequencyRequired
- Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Email_recipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Bill IDRequired
- VendorRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Create if Client Does Not ExsistRequired
- Email
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Mobile Phone
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- Name
- Credit_note_create_date
- Credit_note_credit_type
- BodyRequired
- Delay
- Days
- Value
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Create if Client Does Not ExsistRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Unit Cost Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Name
- Description
- Type
- QuantityRequired
- RateRequired
- Currency Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Time Entry IDRequired
- Project
- Started AtRequired
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search ValueRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- Name
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Name
- Description
- Type
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- Search FieldRequired
- Search ValueRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- WorkflowRequired
- Step NumberRequired
- Event
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- ContactRequired
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Name
- Domain
- Tag
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Name
- Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Pipeline Name
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- AmountRequired
- Start DateRequired
- Invoice IDRequired
- Payment Type
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- Name
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- AmountRequired
- CategoryRequired
- Client IDRequired
- Start DateRequired
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax Amount 1
- Tax Name 1
- Tax2 Amount
- Tax Name 2
- Tax Amount 2
- Compounded Tax
- CurrencyRequired
- VendorRequired
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- StatusRequired
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Pending Client
- Pending Project
- Pending Task
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Email BodyRequired
- Email SubjectRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- Name
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- ClientRequired
- Create if Client Does Not ExsistRequired
- Append Line Items on UpdateRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Invoice Number
- LanguageRequired
- Estimate
- Active Payment Gateway
- Description
- Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Notes
- PO Number
- Terms
- Discount Value
- Discount Description
- BodyRequired
- Delay
- Days
- Value
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- VendorRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- Search FieldRequired
- Search ValueRequired
- Email
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- Name
- Credit_note_create_date
- Credit_note_credit_type
- BodyRequired
- Delay
- Days
- Value
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency CodeRequired
- Start DateRequired
- Days Due From Issue
- Description
- Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Account
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
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FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
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