FreshBooks New

FreshBooks New Integrations

  • Subscribe new Freshbooks clients to a MailChimp list

    One of the best ways to stay in touch with clients is to send them periodic updates via email. This FreshBooks MailChimp integration adds new FreshBooks clients to a subscriber list on MailChimp list so that you can reach out to them at any point, saving you the effort of doing it yourself.

    How this FreshBooks-Mailchimp integration works

    1. A new client is added to Freshbooks
    2. Zapier will automatically add them to a MailChimp list

    Apps involved

    • FreshBooks
    • Mailchimp
  • Send Slack channel messages when new FreshBooks New invoices are created

    Keep your teammates (and yourself) up-to-date with invoice activity. Use this Zap to automatically send messages to a certain Slack channel, whenever new invoices are created in FreshBooks New. That way, your whole team will know exactly what invoices are due, for who, and when--without you having to send any manual reminders.

    How this FreshBooks New-Slack integration works

    1. A new invoice is created in FreshBooks New
    2. Zapier sends a message to a Slack channel

    Apps involved

    • FreshBooks New
    • Slack
  • Add new Freshbooks clients to Google Contacts as new contacts

    If FreshBooks is your client invoicing app and you use Gmail for follow-up emails then you can use Zapier to automatically add new FreshBooks clients to Google Contacts as new contacts. You can optionally specify a contact group in Google Contacts to separately identify these contacts in Gmail. Once you set up this Freshbooks Google Contacts integration, new FreshBooks clients created from that point forward are individually added to Google Contacts.

    How this FreshBooks-Google Contacts integration works

    1. A new client is added to a FreshBooks account.
    2. Zapier adds that data to Google Contacts as a new contact.

    Apps involved

    • FreshBooks
    • Google Contacts
  • Post new FreshBooks payments to a Slack channel

    If your organization uses Slack for team communications and FreshBooks to receive payments, then you can use Zapier to automatically post new FreshBooks payments to Slack in a chat message. Pick what you want the message to include, and the Slack channel where you want it shared. Then, you'll get notifications in Slack about new FreshBooks payments automatically.

    How this FreshBooks-Slack integration works

    1. A new FreshBooks payment is created
    2. Zapier post the payment info to slack

    Apps involved

    • Freshbooks
    • Slack
  • Create new Dropbox folders for new FreshBooks clients

    If FreshBooks is your client invoicing app and you use Dropbox to share files with your clients, use Zapier to automatically create new Dropbox folders whenever you create FreshBooks clients. Once you set up this integration, new clients created from that point forward will each have an associated Dropbox folder created.

    How this FreshbBooks-Dropbox integration works

    1. A new Freshbooks client is created.
    2. Zapier creates a new Dropbox folder with that client data

    Apps involved

    • Freshbooks
    • Dropbox
  • Add new FreshBooks New clients to QuickBooks Online as customers

    If your team uses two different accounting systems, you need to make sure that they are updated with the latest information. Use this Zap to automatically add new FreshBooks New clients to QuickBooks Online as customers. That way, you can rest assured that QuickBooks Online reflects the most recent customer information.

    How this FreshBooks New-QuickBooks Online integration works

    1. A new client is created in FreshBooks New
    2. Zapier creates a customer in QuickBooks Online

    Apps involved

    • FreshBooks New
    • QuickBooks Online
  • Send Gmail emails when new FreshBooks New payments are created

    Send payment confirmation to your clients, teammates, yourself, or other stakeholders. Use this Zap to automatically send new Gmail emails whenever new payments are created in FreshBooks New. That way, you can make sure that everyone is on the same page about recent payments--without having to send manual confirmations.

    How this FreshBooks New-Gmail integration works

    1. A new payment is created in FreshBooks New
    2. Zapier sends an email via Gmail

    Apps involved

    • FreshBooks New
    • Gmail
  • Add new FreshBooks filtered invoices to Trello as new cards

    FreshBooks is great for time tracking and invoicing your clients, but if you needs to know the status of client invoices, then you can use Zapier to automatically add new FreshBooks invoices with a certain status and age to Trello as new cards. You could notify your team of unpaid invoices over a certain age on a Trello board, or add a Trello card with tasks to complete for all new paid invoices. Once you set up this FreshBooks-Trello integration, new invoices with the filter you setup are individually added as new cards to Trello.

    How this FreshBooks-Trello integration works

    1. A new FreshBooks invoice is created and filter conditions are met
    2. Zapier creates a new Trello card with that data

    Apps involved

    • FreshBooks
    • Trello
  • Add new Freshbooks clients from new Wufoo form entries

    Have a Wufoo form on your site? Use Zapier to start adding new clients to FreshBooks as your form entries are submitted. Take email addresses, names, and any other information you'd like to collect, and create brand new clients within FreshBooks automatically. Once you set up this Wufoo to FreshBooks integration, new Wufoo form entries from that point forward are individually added to FreshBooks as new clients.

    How this Wufoo-Freshbooks integration works

    1. A new Wufoo form entry is submitted
    2. Zapier creates a new client in freshbooks

    Apps involved

    • Wufoo
    • Freshbooks
  • Add new FreshBooks New clients to Campaign Monitor as subscribers

    Keep your new clients engaged by sending them personalized email campaigns via Campaign Monitor. Use this Zap to automatically add new clients from FreshBooks New to Campaign Monitor as subscribers. That way, your new clients will start receiving specialized email messaging right away.

    How this FreshBooks New-Campaign Monitor integration works

    1. A new client is created in FreshBooks New
    2. Zapier creates a subscriber in Campaign Monitor

    Apps involved

    • FreshBooks New
    • Campaign Monitor
  • Add new Stripe customers to FreshBooks New as clients

    Consolidate all of your customers' payment and contact information into FreshBooks New, so your books are up-to-date and organized. Use this Zap to automatically add new Stripe customers to FreshBooks New as clients. That way, FreshBooks New reflects all of your customers' most recent information--without you having to manually type it in.

    How this Stripe-FreshBooks New integration works

    1. A new customer is created in Stripe
    2. Zapier creates a client in FreshBooks New

    Apps involved

    • Stripe
    • FreshBooks New
  • Add new Selz orders to FreshBooks New as invoices

    Accounting is so much more than just filling out forms. Leave that work for machines with this Zapier integration. Once active, it'll capture every new order placed on Selz, automatically creating an invoice for it on FreshBooks New so you can save your time for work that matters.

    How this Selz-FreshBooks New integration works

    1. A new order is received on Selz
    2. Zapier adds an invoice to FreshBooks New

    Apps involved

    • Selz
    • Freshbooks New
  • Add new Artichoke clients to FreskBooks as clients

    Instantly add new customers to FreshBooks whenever new clients are added in your Artichoke account with this automation, and you'll have more time for other important work. Let Zapier ensure that your customer lists match in both places without any double entry.

    Note: This Zapier integration doesn't import already created clients into FreskBooks, only new clients after you've set it up.

    How this Artichoke-FreshBooks integration works

    1. A new client is created in Artichoke
    2. Zapier adds that client to FreshBooks as client

    Apps involved

    • Artichoke
    • FreshBooks
  • Add Artichoke payments to FreshBooks as invoices

    Create invoices in FreshBooks automatically to match each new payment recorded in Artichoke so that income records match in both places without double entry by setting up this Zap. Instead of waiting until tax time to get your data in order, it will always be synced and up to date.

    Note: This Zapier integration doesn't import already registered payments into FreshBooks, only new payments after you've set it up.

    How this Artichoke-FreshBooks integration works

    1. A new payment is recorded in Artichoke
    2. Zapier creates a new sales receipt in FreshBooks

    Apps involved

    • Artichoke
    • FreshBooks
  • Add new Artichoke expenses to FreshBooks

    You've got better things to do than copy your transaction information between your apps. After this integration is fully set up, Zapier will log an expense on FreshBooks whenever one is added to Artichoke, automatically ensuring that your records are available whenever you need a financial statement or to prepare for tax time.

    Note: This Zapier integration doesn't import already created expenses into FreshBooks , only new expenses after you've set it up.

    How this Artichoke-FreshBooks integration works

    1. A new expense is created in Artichoke
    2. Zapier creates an expense in Freshbooks

    Apps involved

    • Artichoke
    • FreshBooks
  • Add new Stripe charges to FreshBooks New as payments

    When you receive a payment, keep your bookkeepers happy by making sure your accounting tool reflects that payment. Use this Zap to automatically add new Stripe charges to FreshBooks New as payments. That way, your books are up-to-date and there's no manual work to do on your end.

    How this Stripe-FreshBooks New integration works

    1. A new charge is created in Stripe
    2. Zapier creates a payment in FreshBooks New

    Apps involved

    • Stripe
    • FreshBooks New
  • Create FreshBooks New invoices for new LemonStand paid orders

    Don't let entering data into your accounting system take up valuable time you could be spending on your orders. After it's been set up, this integration automatically creates new FreshBooks New invoices every time you receive a new paid order in LemonStand, freeing up your time for more important work.

    How this LemonStand-FreshBooks New integration works

    1. A new paid order is created in LemonStand
    2. Zapier creates a new sales invoice in FreshBooks New

    Apps involved

    • LemonStand
    • Freshbooks New
  • Create copies of paid Optix user invoices in Freshbooks

    Copying invoices between multiple apps isn't the best use of your time. Ensure your venue members' paid invoices are accounted for, automatically. This integration will add copies of your Optix users' invoices in your Freshbooks account as soon as they're paid, saving you from tedious manual labor.

    How this Optix-Freshbooks integration works

    1. An Optix user pays for an invoice
    2. Zapier automatically finds the user or creates the user in your Freshbooks account
    3. Zapier automatically creates an invoice in your Freshbooks account and marks it as paid

    Apps involved

    • Optix
    • Freshbooks
  • Add FreshBooks clients from new rows on Google Sheets

    Capturing new customer info on a spreadsheet? Don't bother with manual exports from there, we'll do it for you. Once this Google Sheets to FreshBooks integration has been set up, all new Google Sheets spreadsheet rows added from that point forward will be copied to FreshBooks, ensuring your lists are always updated.

    How this Google Sheets-FreshBooks integration works

    1. A new contact or client record is added to a Google Sheets spreadsheet
    2. Zapier copies the contact to your FreshBooks account

    Apps involved

    • Google Sheets
    • FreshBooks
  • Add new Stripe customers to FreshBooks as contacts

    If you use Stripe as your payment processor, you can automatically add Stripe information to your accounting tool. Once you've set up this integration, new Stripe customers will be added to FreshBooks as contacts. Instead of manually adding customer information to FreshBooks, you can focus on your customers.

    How this Stripe-FreshBooks integration works

    1. A new customer is added on Stripe
    2. Zapier creates a FreshBooks contact

    Apps involved

    • Stripe
    • FreshBooks
  • Create or Update new CloudCart clients on FreshBooks New

    Need some help with your accounting? Zapier can automate your workflow from start to finish so you can stay focused on shipping those orders.

    Once set up, this integration will watch for new CloudCart orders from your store. Then, it will search for a matching client on FreshBooks New for the order. If one is found, the client information will be updated. Otherwise, a new client will be created automatically.

    Note: This Zapier integration doesn't import already existing customers into FreshBooks, only new customers after you've set it up.

    How this CloudCart-FreshBooks New integration works

    1. A customer places an order in your CloudCart store
    2. Zapier posts the details to FreshBooks New

    What You Need

    • CloudCart
    • FreshBooks New
  • Record new Podia sales as FreshBooks paid invoices

    Are you already using FreshBooks to manage your accounts? Getting tired of manually entering your product sales? Let the computers do that work! Once set up, this Zapier integration adds each Podia sale as a paid invoice in FreshBooks, making your end-of-year accounting easy-peasy.

    Note: This integration only imports the records of new sales on Podia. If you need a list of your past sales, you can get a CSV export from within Podia.

    How this Podia-FreshBooks New integration works

    1. A customer purchases an online course or digital download from your Podia storefront
    2. Zapier finds or creates a customer in your FreshBooks account
    3. Zapier adds a paid invoice to your FreshBooks account with the transaction details

    Apps involved

    • Podia
    • FreshBooks New
  • Post new FreshBooks invoices to Slack

    If your organization uses FreshBooks to generate invoices and Slack for team communications, then you can use Zapier to automatically post new FreshBooks invoices to Slack in a chat message. Pick what you want the message to include, and the Slack channel where you want it shared. Then, you'll get notifications in Slack about new FreshBooks invoices automatically.

    How this FreshBooks-Slack integration works

    1. A new FreshBooks invoice is created
    2. Zapier posts the invoice info to Slack

    Apps involved

    • FreshBooks
    • Slack
  • Add or update new BookingSync clients in Freshbooks

    Rather than manually adding new customers to your Freshbooks account, let Zapier do the work for you. Once you set up this BookingSync-Freshbooks integration, new BookingSync clients from that point forward will be automatically added to Freshbooks as clients.

    How this BookingSync-Freshbooks integration works

    1. A new client is created or updated in BookingSync
    2. Zapier adds or updates that person to your Freshbooks account

    Apps involved

    • BookingSync
    • Freshbooks
  • Create or update invoices in FreshBooks anytime payments are received from HoneyBook

    Updating invoices every time you receive a payment can be painful. This HoneyBook-FreshBooks integration will automatically create or update a FreshBooks invoice anytime a payment is received in HoneyBook. Seamlessly manage your bookkeeping so you can focus on the more important things.

    Note: This zap will track all payments recorded through HoneyBook including manual entries of cash or check payments.

    How this HoneyBook-FreshBooks integration works

    1. A new payment is received in HoneyBook
    2. FreshBooks will either create a new or update an existing invoice to track the payment

    Apps involved

    • HoneyBook
    • FreshBooks

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FreshBooks New Integration Details
Beta

Launched on Zapier September 9, 2016

Zapier combines Triggers (like "New Client") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following FreshBooks New Triggers, Searches, and Actions are supported by Zapier:

New Client

Triggers when a new client is created.

New Payment

Triggers when a new payment is created.

New Invoice

Triggers when a new invoice is created. This trigger only returns a summary of the invoice, as the line items aren't included.

New Time Entry

Trigger when a new time entry is created.

New Expense

Triggers when a new expense is created.

New Payment Hook

Trigger when a new payment is created.

New Expense Hook

Trigger when a new expense is created.

New Project

Trigger when a new project is created.

New Staff Member

Triggers when a new staff member completes their profile from the email they receive.

Project Updated

Triggers when a project is updated.

New Filtered Invoice

Triggers when a new invoice thats meets the condition is created.

Notice: line-item information is not provided by this trigger.

New Invoice Hook

Triggers when a new invoice is created.

New Client Hook

Triggers when a new client is created.

Create Client

Creates a new client.

Create Invoice

Creates an Invoice.

Create or Update Invoice

Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

Create or Update Client

Updates an existing client based on email. Optionally create a client if one is not found with matching email.

Create Project

Creates new project.

Send Invoice

Sends an invoice to the email for the invoice client.

Add Payment to Invoice

Adds payment to invoice.

Create Expense

Creates new expense.

Create Time Entry

Creates new time entry.

Find Customer

Finds an existing customer.

Find Invoice

Finds an existing invoice.

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