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Cash Flow Frog + FreshBooks

Cash Flow Frog + FreshBooks

Cash Flow Frog + FreshBooks integrations

Create projections in Cash Flow Frog from new estimates in FreshBooks

Keep your financial planning updated and convenient with this workflow. Whenever a new estimate is made in FreshBooks, a projection is immediately created for that particular estimate in Cash Flow Frog. This saves time by reducing manual data entry and ensures that your financial estimates are swiftly reflected in your cash flow forecasts, helping you get a clearer picture of your financial future.

When this happens...
New EstimateTriggers when a new estimate is created.
TriggerInstant
automatically do this!
Create ProjectionCreates a cash flow projection
ActionWrite

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More things you can do with FreshBooks and Cash Flow Frog

Discover other triggers and actions you can use with FreshBooks and Cash Flow Frog

- Account
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- Account
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- Status
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- Account
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- Account
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- Account
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- Account
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- Account
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- Vendor
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- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
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Action
Write
- Account
  Required
- Email
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- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
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- Primary Zip Code
- VAT Name
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- Work Phone
- Currency_code
- Quantity
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- Description
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- Body
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- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Customer
  Required
- Create Date
  Required
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
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- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
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- Line Item Quantity
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- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
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- Account
  Required
- Amount
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- Amount Code
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- Category Name
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- Amount
  Required
- Name
  Required
- Date
- Note
- Payment Type
- Source
- Visibility State
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
- Frequency
  Required
- Is Infinite?
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Action
Write
- Account
  Required
- Vendor Name
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- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Write
- Account
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- Email_recipients
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- Email Body
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- Email Subject
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- Estimate
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Action
Write
- Account
  Required
- Bill ID
  Required
- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
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Action
Write
- Account
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- Create if Client Does Not Exsist
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- Email
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- First Name
- Home Phone
- Language
- Last Name
- Mobile Phone
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
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- Days
- Late Fee Percentage or Amount
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- Late Fee Type
- First Tax Name
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- Second Tax Name
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Action
Write
- Account
  Required
- Create if Estimate Does Not Exist
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- Customer
- Create Date
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate ID
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
Action
Write
- Account
  Required
- Time Entry ID
  Required
- Project
- Started At
- Duration
- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
Action
Write
- Account
  Required
- Search Field
  Required
- Search Value
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Action
Search
- Account
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- Search Field
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- Search Value
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Action
Search
- Account
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- Search Field
  Required
- Search Value
  Required
Action
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- Account
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- Search Field
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- Search Value
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- Credit Type
- Credit Number
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- Date of Issue
- Notes
- Terms
- Language
- Name
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- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
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Search or write
- Account
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- Search Field
  Required
- Search Value
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- Customer
  Required
- Create Date
  Required
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
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- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
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- Account
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- Search Field
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- Search Value
  Required
- Title
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- Client ID
- Due Date
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- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write
- Company
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- Scenario
- Date
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- Amount
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- To/From/For
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- Type
- Account Name
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- Account
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- Account
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Instant
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- Account
  Required
Trigger
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- Account
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Instant
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- Amount
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- Invoice ID
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- Item ID
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- Account
  Required
- Client ID
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- Credit Type
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- Date of Issue
- Notes
- Terms
- Language
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- Tax 1 Name
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- Tax 2 Name
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- Account
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- Amount
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- Category
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- Client
- Date
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- Tax1 Amount
- Tax1 Percent
- Tax1 Name
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- Tax2 Name
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- Currency
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- Account Name
- Transaction Id
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- Profile ID
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- Account
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- Invoice
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Write
- Account
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- Title
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- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- Account
  Required
- Project
- Task
- Started At
  Required
- Created At
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
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- Billed?
- Billable?
- Active?
- Pending Client
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- Pending Task
- Note
Action
Write
- Account
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- Checkout Link ID
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Action
Write
- Account
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- Email Body
- Email Subject
  Required
- Invoice ID
  Required
Action
Write
- Account
  Required
- Checkout Link ID
  Required
- Item ID
  Required
- Amount
  Required
- Currency
  Required
- Note
- Is Active?
  Required
- Send Admin Receipt?
  Required
- Tax Amount
- Tax Name
- Item Name
  Required
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Note ID
  Required
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Client
- Create if Invoice Does Not Exist
  Required
- Append Line Items on Update
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Invoice Number
  Required
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Vendor ID
  Required
- Vendor Name
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 099
Action
Write
- Account
  Required
- Credit Note ID
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor
  Required
- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Email
  Required
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Search or write

About Cash Flow Frog

Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.

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About FreshBooks

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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