Formidable Forms + FreshBooks Integrations

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Supported triggers and actions

What does this mean?

- FormRequired
  Which form should we watch for deleted entries?
Trigger
Instant
Try It
- Api Docs Info
  API docs for Formidable Forms are located here https://formidablepro.com/knowledgebase/formidable-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a new invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Expense.
Trigger
Scheduled
Try It

- AccountRequired
  Select the Business for which you would like to look for a New Invoice.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
Trigger
Instant
Try It

- AccountRequired
  Select the Business for which you would like to look for a new payment.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Create a Client.
- EmailRequired
- 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
  The date the credit note is created for.
- 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
Write
- AccountRequired
  Select the Business for which you would like to Create an Expense.
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
  Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent
- Tax1 Percent
  Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount
- Tax1 Name
  Required if there is a Tax1 Amount
- Tax2 Amount
  Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent
- Tax2 Name
  Required if there is a Tax2 Amount
- Tax2 Percent
  Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount
- Compounded Tax
  Required if Tax2 is used, is Tax2 a compound tax?
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
  Note of percent to mark expense up.
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice PDF.
- InvoiceRequired
  Select the Invoice for which you would like to create a PDF.
Action
Write
- AccountRequired
  Select the Business for which you would like to Create a Project.
- TitleRequired
- Due Date
- Project Type
- Fixed Price
  Fixed price used for flat rate projects
- Rate
  Hourly rate for hourly projects.
- Budget
- Active
- Complete
- Billable
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Expense.
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
  Duration of the time entry in seconds. Decimal values will result in an error
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- AccountRequired
  Select the Business for which you would like to Send an Invoice.
- Email Body
  Notice this field takes plain-text only.
- Email SubjectRequired
- Invoice IDRequired
Action
Write
- AccountRequired
  Select the Business for which you would like to Update an Invoice.
- ClientRequired
  This will only be used if Create if Invoice Does Not Exist is yes.
- Create if Invoice Does Not ExistRequired
  Select Yes if you would like to create the invoice if it does not exist in the system.
- Append Line Items on UpdateRequired
  Select Yes if you would like to append line items on update. Default is to replace line items on update
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
- Days Due From Issue
  Adds days to assigned date to set due date. Due date will be the date of issue if left blank.
- Invoice NumberRequired
  Enter the full invoice number.
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- 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
- AccountRequired
  Select the Business for which you would like to Find an invoice.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
  If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
Action
Search
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
  If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
  Is this invoice paid.
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
Action
Search or write

- FormRequired
  Which form should we watch for new entries?
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a new client.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Client.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Filtered Invoice.
- StatusRequired
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Payment.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Staff Member.
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
  Defaults to "Check" if left blank.
- Note
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Estimate.
- CustomerRequired
- Create DateRequired
  Date estimate was created, YYYY-MM-DD format.
- Estimate Number
  User specified and visible estimate ID. Maximum length of 10 characters.
- Organization
  Name of organization being estimated.
- First Name
  First name of client on estimate.
- Last Name
  Last name of client on estimate.
- Visibility State
- Discount Value
- Currency Code
  Three-letter currency code for estimate.
- Language
  Two-letter language code, e.g. "en".
- Terms
- Address
  First line of address on estimate.
- PO Number
  Post office box number for address on estimate.
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
  Associated estimate number. 0 if none.
- Sent ID
  User ID of the user who sent the estimate, typically 1 for admin.
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
  Name for the estimate line item(s). To add multiple line items,
- Description
  Description for the estimate line item(s).
- Type
  Type for estimate line item, 0 for normal estimate line.
- Quantity
  Quantity of the estimate line unit, multiplied against the unit cost.
- Unit Cost Amount
  Unit cost amount, to two decimal places.
- Unit Cost Code
  Three-letter currency code.
- Tax Name 1
  Name for the first tax on the estimate line.
- Tax Amount 1
  First tax amount, in percentage, up to 3 decimal places.
- Tax Name 2
  Name for the second tax on the estimate line.
- Tax Amount 2
  Second tax amount, in percentage, up to 3 decimal places.
- Send to Customer?
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
  Is this invoice paid.
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- AmountRequired
  String amount of the income, to two decimal places.
- Amount CodeRequired
  Three-letter currency code for amount.
- Category NameRequired
- AmountRequired
  Amount of the tax, to two decimal places.
- NameRequired
  Name of the tax.
- Date
  The date the income was received, YYYY-MM-DD format.
- Note
- Payment Type
  Optional type of payment made. "Check", "Credit", "Cash", etc.
- Source
  E.g. Shopify, Etsy, Farmers' Market
- Visibility State
Action
Write
- AccountRequired
  Select the Business for which you would like to create a recurring invoice.
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
- FrequencyRequired
  How often to send the invoice.
- Is Infinite?Required
Action
Write
- AccountRequired
  Select the Business for which you would like to Send an Estimate.
- Email RecipientsRequired
- Email BodyRequired
  Notice this field takes plain-text only.
- Email SubjectRequired
- EstimateRequired
Action
Write
- AccountRequired
  Select the Business for which you would like to Create a Client.
- Create if Client Does Not ExsistRequired
  Select Yes if you would like to create the client if they do not exist in the system.
- EmailRequired
- 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
  The date the credit note is created for.
- 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
Write
- AccountRequired
  Select the Business for which you would like to Find a Customer.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
Action
Search
- AccountRequired
  Select the Business for which you would like to Create a Client.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
- EmailRequired
- 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
  The date the credit note is created for.
- 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

How to connect Formidable Forms + FreshBooks

Step 1: Authenticate Formidable Forms and FreshBooks.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Formidable Forms + FreshBooks

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn more

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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.

Learn more

Related categories

Accounting

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Formidable Forms + FreshBooks Integrations

Connect your apps and automate workflows

Delete Entry

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Estimate

AccountRequired

New Invoice Hook

AccountRequired

New Expense

AccountRequired

New Invoice

AccountRequired

New Project

AccountRequired

New Invoice Payment Hook

AccountRequired

Updated Estimate

AccountRequired

Updated Project

AccountRequired

Create Client

AccountRequired

EmailRequired

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

Create Expense

AccountRequired

AmountRequired

CategoryRequired

Client

Date

Notes

Staff MemberRequired

Tax1 Amount

Tax1 Percent

Tax1 Name

Tax2 Amount

Tax2 Name

Tax2 Percent

Compounded Tax

Currency

Vendor

Duplicate Estimate?

Account Name