FreshBooks Classic Integrations

If FreshBooks is your time tracking and client invoicing app then you will need a FreshBooks project for each of your clients. Use Zapier to automatically add new FreshBooks projects when you create clients. Once you set up this integration, new FreshBooks clients created from that point forward are individually added as new projects.

Note: This Zapier integration doesn't create projects from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks client is created
2. Zapier creates an associated project record with that client data

What You Need

• A FreshBooks account

FreshBooks is great for team time tracking and invoicing, but you still need a tool to email your clients. If your typically follow-up with your contacts in Gmail then you can use Zapier to automatically add new FreshBooks clients to Google Contacts as new contacts. Once you set up this FreshBooks Google Contacts integration, new clients from that point forward are individually added as new contacts in Google Contacts. That way, whenever you need to email any of your clients, their address will only be a click away in Gmail.

Note: This Zapier integration doesn't create contacts from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

How It Works

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

What You Need

• A FreshBooks account
• A Google Contacts account

When you're using two different finance-tracking apps—like Freshbooks and Quickbooks—maintaining client accounts can get hairy. This Zap can help: it will automatically move clients from Freshbooks to Quickbooks as new customers, keeping all of their contact data intact through the process.

How It Works

1. You add a new client to Freshbooks
2. Zapier copies that user's information over to Quickbooks, and creates a new customer

What You Need

• A Freshbooks account
• A Quickbooks account

Using two apps for your accounting doesn't have to mean double the work. Set up this automation, and Zapier can file everything for you automatically: Whenever you send out new invoice in FreshBooks, we'll also copy the information into Xero as an approved invoice for a sales account. The resulting invoice on Xero will be a summary of any Freshbooks line items, line and amount equal to the total.

To copy new payments from Freshbooks into your Xero invoices created with this Zap, please set up this automation as well.

How this FreshBooks-Xero integration works

1. A new invoice is sent to a client on FreshBooks
2. Zapier will automatically create an approved invoice on Xero to match it

Apps involved

• FreshBooks
• Xero

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.

Note: This Zapier integration doesn't create Dropbox folders from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks client is created
2. Zapier creates an associated Dropbox folder with that client data

What You Need

• A FreshBooks account
• A Dropbox account

FreshBooks is great for team time tracking and invoicing, but if your business invoices clients through QuickBooks Online then you can use Zapier to add new FreshBooks clients to QuickBooks Online as new customers.

Note: This Zapier integration doesn't create customers from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks client is created
2. Zapier adds that client data to QuickBooks Online as a new customer

What You Need

• A FreshBooks account
• A QuickBooks Online account

A simple way to track downstream workflows for your FreshBooks invoices is to use a Google Sheets spreadsheet? Zapier is the integration tool you need. Once you setup this integration, Zapier will automatically create new Google Sheets rows from all new FreshBooks invoices.

It's a simple way to keep from copying and pasting data from FreshBooks into a spreadsheet.

Note: This Zapier integration doesn't create new rows from existing FreshBooks invoices, only invoices added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks invoice is created
2. Zapier adds that invoice data to a Google Sheets spreadsheet as a new row

What You Need

• A FreshBooks account
• A Google Sheets account

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.

Note: This Zapier integration doesn't create FreshBooks clients from Wufoo form entries that have already been submitted, only entries that are created after you've set it up.

How It Works

1. A new Wufoo form entry is submitted
2. Zapier adds the data submitted to FreshBooks as a client

What You Need

• A Wufoo account
• A FreshBooks account

If FreshBooks is your client invoicing app and you use Insightly for contact management then Zapier can automatically add new FreshBooks clients to Insightly as new contacts. Once you set up this integration, new FreshBooks clients created from that point forward are individually added to Insightly as new contacts.

Note: This Zapier integration doesn't create contacts from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks client is created
2. Zapier adds that client data to Insightly as a new contact

What You Need

• A FreshBooks account
• An Insightly account

A simple way to track or analyse your FreshBooks timesheet entries is to use a Google Sheets spreadsheet? Zapier is the integration tool you need. Once you setup this integration, Zapier will automatically create new Google Sheets rows from all new FreshBooks timesheet entries.

It's a simple way to keep from copying and pasting data from FreshBooks into a spreadsheet.

Note: This Zapier integration doesn't create new rows from existing FreshBooks timesheet entries, only entries added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks timesheet entry is created
2. Zapier adds that timesheet data to a Google Sheets spreadsheet as a new row

What You Need

• A FreshBooks account
• A Google Sheets account

If FreshBooks is your accounting app and your entire team needs to know when payments are received, you can use Zapier to generate an email notification when payments are made by your clients. Use Zapier to watch your FreshBooks account and generate a Gmail alert when a payment is received. All new payments received after you set up this integration will trigger a Gmail alert. The email can be sent to multiple recipients.

Note: This Zapier integration will not generate Gmail alerts for existing payments in your FreshBooks account, only new payments received after you've set it up.

How It Works

1. A new client payment is received in your FreshBooks account
2. Zapier generates a Gmail alert

What You Need

• A FreshBooks account
• A Gmail account

Do your sales team use Insightly as their CRM? Use Zapier to start adding new clients to FreshBooks as your Insightly contacts are created. Once you set up this Insightly to FreshBooks integration, new Insightly contacts from that point forward are individually added to FreshBooks as new clients.

Note: This Zapier integration doesn't create FreshBooks clients from existing Insightly contacts, only contacts that are created after you've set it up.

How It Works

1. A new Insightly contact is created
2. Zapier adds the data submitted to FreshBooks as a client

What You Need

• An Insightly account
• A FreshBooks account

Making sure your invoices match across your accounting apps is only the first step: You need an accurate record of their payments too, whether partial or in full. Zapier takes care of that for you. Once active, this workflow will capture every new payment you add to FreshBooks, and will automatically pass the information to the appropriate invoice on Xero so your accounting never falls out of date.

Be sure to pair this workflow with this FreshBooks-Xero integration that copies invoices so you can automate the entire process.

Note: Invoices must already exist on Xero for this integration to work.

How this FreshBooks-Xero integration works

1. A new payment is received on FreshBooks
2. Zapier automation copies the information onto a Xero invoice for you

Apps involved

• FreshBooks
• Xero

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

This Multi-Step Shopify-FreshBooks integration will watch for any new Shopify orders: any new one will trigger the Zap, searching for a matching client on FreshBooks. If one is found, an invoice will be created for them; otherwise, a new client and invoice will be created automatically.

How It Works

Trigger:

A new order is paid on Shopify

Automatic Zapier Actions:

1. A FreshBooks client is found or created automatically
2. A new invoice is created for them on FreshBooks

What You Need

• Shopify account
• FreshBooks account

Send your accounting data to Google Sheets, so you can archive, share, sort, and analyze it. Even if your data has line items, this Zap will send the data for you neatly. Use this Zap to automatically send line items from new FreshBooks Classic invoices to Google Sheets. Instead of creating just one Google Sheets row to contain the line items, the Zap will create many rows. That way, the data is clean and organized and you can get to work with it right away.

How this FreshBooks Classic-Google Sheets integration works

1. A new invoice with line items is created in FreshBooks Classic
2. Zapier creates multiple rows in Google Sheets for those line items

Apps involved

• FreshBooks Classic
• Google Sheets

One of the best ways to stay in touch with clients is to send them periodic updates via email. This Freshbooks MailChimp integration makes it easy to add new Freshbooks clients to a client MailChimp list so that you can easily stay in touch.

How It Works

1. Add new clients to Freshbooks
2. Zapier will automatically add those clients to a MailChimp list

What You Need

• A Freshbooks account
• A MailChimp account

Want a simple way to track your most important FreshBooks invoices in a Google Sheets spreadsheet? Zapier is the integration tool you need. Just setup this integration, and Zapier can automatically copy all new FreshBooks invoices with a certain status and age to Google Sheets as new rows.

For example, using this integration you could collate all unpaid invoices over a certain age in a follow up spreadsheet, or keep a record of all of your paid invoices in another sheet. It's a simple way to keep from copying and pasting data from FreshBooks into a spreadsheet.

Note: This Zapier integration doesn't create new rows from existing FreshBooks invoices, only invoices added to FreshBooks after you've set it up.

How It Works

1. A new FreshBooks invoice is created and filter conditions are met
2. Zapier adds that invoice data to a Google Sheets spreadsheet as a new row

What You Need

• A FreshBooks account
• A Google Sheets account

Want to keep your team in the loop about new invoices? Use this Zap to send Slack messages to the channel of your choice whenever new QuickBooks invoices are turned into FreshBooks invoices. That way, everyone on your team is aware of the invoice details without even opening up FreshBooks.

How this QuickBooks-FreshBooks-Slack integration works

1. A new invoice is created in QuickBooks
2. Zapier creates an invoice in FreshBooks
3. Zapier sends a Slack message with the invoice details

Apps involved

• FreshBooks
• QuickBooks
• Slack

Does your organization use Asana for client projects, and FreshBooks for invoicing and tracking time spent on your work? Use Zapier to set up new projects in FreshBooks when a new project is added to Asana. Once you set up this integration, new Asana projects created from that point forward are individually added to FreshBooks as new projects.

Note: This Zapier integration doesn't create projects from existing Asana projects, only projects added to Asana after you've set it up.

How It Works

1. A new Asana project is created
2. Zapier creates a FreshBooks project with that client data

What You Need

• An Asana account
• A FreshBooks account

Make your accounting tasks even easier by adding your new clients in FreshBooks to your Nimble contact record. This Zapier automation converts your new FreshBook clients into new contacts in Nimble, saving you time and keeping you organized.

How It Works

1. Add a new client in FreshBooks
2. Zapier creates a new client in Nimble

What You Need

• FreshBooks account
• Nimble account