Formstack + FreshBooks Classic Integrations

How to connect Formstack + FreshBooks Classic

Zapier lets you send info between Formstack and FreshBooks Classic automatically—no code required.

When this happens...

Any Account Activity

Triggers instantly on your choice of records either created or updated.

automatically do this!

Create Client

Create a new client automatically.

Supported triggers and actions

What does this mean?

New Form
Triggers when a new form is added.
Trigger
Scheduled
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Trigger
Instant
Create Submission
Creates a submission for a form in FormStack.
Action
Write
Any Account Activity
Triggers instantly on your choice of records either created or updated.
Trigger
Instant
New Client
Triggers when a new client is added.
Trigger
Scheduled

New Contact
Triggers when a new contact is added for a client.
Trigger
Scheduled
New Estimate
Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.
Trigger
Scheduled

New Expense
Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.
Trigger
Scheduled

FreshBooks Classic
Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).
Scheduled
Trigger
FreshBooks Classic
Triggers when a new invoice is created (with line item support).
Scheduled
Trigger
FreshBooks Classic
Triggers when a new payment is created.
Scheduled
Trigger
FreshBooks Classic
Triggers when there is a new staff member created.
Scheduled
Trigger
FreshBooks Classic
Triggers for new task in a project or account.
Scheduled
Trigger
FreshBooks Classic
Triggers for new time entries in any project.
Scheduled
Trigger
FreshBooks Classic
Create a new client automatically.
Scheduled
Action
FreshBooks Classic
Create a new invoice and mark it as paid.
Scheduled
Action
FreshBooks Classic
Given a Client, create a new Estimate for them inside Freshbooks.
Scheduled
Action
FreshBooks Classic
Creates a new expense
Scheduled
Action
FreshBooks Classic
Create an invoice, and optionally send it.
Scheduled
Action
FreshBooks Classic
Create a new product (called an Item) inside Freshbooks.
Scheduled
Action
FreshBooks Classic
Create an invoice, and optionally send it (with line item support).
Scheduled
Action
FreshBooks Classic
Create a new project automatically.
Scheduled
Action
FreshBooks Classic
Given an invoice ID, send an invoice by email or snail mail.
Scheduled
Action
FreshBooks Classic
Create a new task automatically.
Scheduled
Action
FreshBooks Classic
Creates a new time entry on a task
Scheduled
Action
FreshBooks Classic
Finds a client by email or username.
Scheduled
Action
FreshBooks Classic
Finds or creates a specific client.
Scheduled
Action

How Formstack + FreshBooks Classic Integrations Work

Step 1: Authenticate Formstack + FreshBooks Classic.
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.