FreshBooks Classic Integrations
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Get notified about new FreshBooks payments on Slack
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 It Works
- A new FreshBooks payments is created
- Zapier post the payment info to Slack
What You Need
- A FreshBooks account
- A Slack account
Add new FreshBooks invoices to QuickBooks as new invoices
FreshBooks is a great team tool for time tracking and invoicing, but if your main accounting application is QuickBooks Online then you can use Zapier to automatically add new FreshBooks invoices to QuickBooks Online. You can set up this integration to add FreshBooks invoices to QuickBooks Online customers based on customer name or customer email address. Once you set up this FreshBooks QuickBooks Online integration, new invoices from that point forward are individually added to QuickBooks Online.
Note: Be sure you've added your FreshBooks contacts to QuickBooks first so this integration can lookup your contacts correctly. If you haven't already, use this integration to add your FreshBooks clients to QuickBooks automatically.
How It Works
- A new FreshBooks invoice is created
- Zapier adds that invoice to QuickBooks Online as a new invoice
What You Need
- A FreshBooks account
- A QuickBooks Online account
Add new FreshBooks invoices to Slack as new messages
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 It Works
- A new FreshBooks invoice is created
- Zapier posts the invoice info to Slack
What You Need
- A FreshBooks account
- A Slack account
Add new Stripe charges to FreshBooks as new paid invoices
Stripe enables you to accept charge payments directly on your mobile app, online storefront or subscription service. If you're using FreshBooks as your main accounting app, you can use Zapier to automatically create FreshBooks paid invoices from your Stripe payments. This Stripe to FreshBooks integration will add new charge payments processed by Stripe to FreshBooks as new paid invoices.
Note: This Zapier integration doesn't create paid invoices from existing Stripe based payments, only payments recorded by Stripe after you've set it up.
How It Works
- A new charge is created by a Stripe based payment transaction
- Zapier adds that payment data to FreshBooks as a new paid invoice
What You Need
- A Stripe account and a Stripe API enabled app or payment process
- A FreshBooks account
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.
Note: This Zapier integration doesn't import existing clients into Google Contacts, only new clients after you've set it up.
How It Works
- A new client is added to an FreshBooks account.
- Zapier adds that data to Google Contacts as a new contact.
What You Need
- FreshBooks account
- Google Contacts account
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FreshBooks Classic Integration Details
Launched on Zapier October 30, 2011
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 Classic Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new client is added.
Triggers when a new invoice is created (with line item support).
Triggers when a new payment is created.
Triggers instantly on your choice of records either created or updated.
Triggers when a new contact is added for a client.
Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.
Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.
Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).
Triggers when there is a new staff member created.
Triggers for new task in a project or account.
Triggers for new time entries in any project.
Create a new client automatically.
Create an invoice, and optionally send it (with line item support).
Create a new project automatically.
Create a new invoice and mark it as paid.
Given a Client, create a new Estimate for them inside Freshbooks.
Creates a new expense
Create an invoice, and optionally send it.
Create a new product (called an Item) inside Freshbooks.
Given an invoice ID, send an invoice by email or snail mail.
Create a new task automatically.
Creates a new time entry on a task
Finds a client by email or username.
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