FreshBooks New

FreshBooks New + Close Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect FreshBooks New and Close, with as many as 764 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect FreshBooks New + Close and requires absolutely zero coding experience—the only limit is your own imagination.

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New Client

Triggers when a new client is created.

Create Invoice

Creates an Invoice.

New Payment

Triggers when a new payment is created.

Create Other Income

Creates other income (i.e., income that doesn't require an invoice and is received through other means).

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.

Create or Update Invoice

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

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Sent Email Report

Runs a sent email report for your organization.

New or Updated Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

Run Status Change Report

Runs a status change report for your organization.

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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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Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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