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
- A new FreshBooks invoice is created and filter conditions are met
- Zapier creates a new Trello card with that data
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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.
Triggers when a Card is updated in Trello.
Creates a new client.
Triggers when you get a new notification in Trello.
Updates an existing client based on email. Optionally create a client if one is not found with matching email.