FreshBooks New + Optix Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect FreshBooks New and Optix, with as many as 120 possible integrations. Are you ready to find your productivity superpowers?
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
- An Optix user pays for an invoice
- Zapier automatically finds the user or creates the user in your Freshbooks account
- Zapier automatically creates an invoice in your Freshbooks account and marks it as paid
It's easy to connect FreshBooks New + Optix and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new client is created.
Creates an Invoice.
Triggers when a new payment is created.
Creates other income (i.e., income that doesn't require an invoice and is received through other means).
Triggers when a new invoice is created. This trigger only returns a summary of the invoice, as the line items aren't included.
Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.
Trigger when a new time entry is created.
Creates a new client.
Triggers when an estimate is updated.
Updates an existing client based on email. Optionally create a client if one is not found with matching email.
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