FreshBooks Integrations

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Google Sheets

Google, Spreadsheets

Zoom

Video Conferencing

QuickBooks Online

Accounting

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Developer Tools, Zapier

PayPal

Payment Processing

Slack

Team Chat

Toggl

Time Tracking Software

Mailchimp

Email Newsletters

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Zoom

Video Conferencing

QuickBooks Online

Accounting

Filter by Zapier

Developer Tools, Zapier

PayPal

Payment Processing

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Zoom

Video Conferencing

QuickBooks Online

Accounting

Filter by Zapier

Developer Tools, Zapier

PayPal

Payment Processing

Slack

Team Chat

Toggl

Time Tracking Software

Mailchimp

Email Newsletters

Gmail

Email, Google

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Quickly automate FreshBooks integrations with Zapier's templates

Subscribe new Freshbooks clients to a Mailchimp list
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FreshBooks + Mailchimp
Post new FreshBooks payments to a Slack channel
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FreshBooks + Slack
Send Slack channel messages when new FreshBooks New invoices are created
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FreshBooks + Slack
Add new Stripe charges to FreshBooks New as payments
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FreshBooks
Create FreshBooks invoices from new Ninja Forms form submissions
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Ninja Forms + FreshBooks
Add new FreshBooks clients from new Wufoo entries
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Wufoo + FreshBooks
Add new Google Calendar events to FreshBooks as new clients
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Google Calendar + FreshBooks

Add FreshBooks clients for new contacts on SetMore Appointments
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Setmore Appointments + FreshBooks

Subscribe new Freshbooks clients to a Mailchimp list

FreshBooks + Mailchimp

Post new FreshBooks payments to a Slack channel

FreshBooks + Slack

Send Slack channel messages when new FreshBooks New invoices are created

FreshBooks + Slack

Add new Stripe charges to FreshBooks New as payments

FreshBooks

Create FreshBooks invoices from new Ninja Forms form submissions

Ninja Forms + FreshBooks

Add new FreshBooks clients from new Wufoo entries

Wufoo + FreshBooks

Add new Google Calendar events to FreshBooks as new clients

Google Calendar + FreshBooks

Add FreshBooks clients for new contacts on SetMore Appointments

Setmore Appointments + FreshBooks

Supported triggers and actions

What does this mean?

- AccountRequired
  Select the Business for which you would like to look for a new client.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Client.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Filtered Invoice.
- StatusRequired
Trigger
Scheduled
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- AccountRequired
  Select the Business for which you would like to look for a New Payment.
Trigger
Scheduled
Try It

- AccountRequired
  Select the Business for which you would like to look for a New Staff Member.
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Instant
Try It

- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
  Defaults to "Check" if left blank.
- Note
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Estimate.
- CustomerRequired
- Create DateRequired
  Date estimate was created, YYYY-MM-DD format.
- Estimate Number
  User specified and visible estimate ID. Maximum length of 10 characters.
- Organization
  Name of organization being estimated.
- First Name
  First name of client on estimate.
- Last Name
  Last name of client on estimate.
- Visibility State
- Discount Value
- Currency Code
  Three-letter currency code for estimate.
- Language
  Two-letter language code, e.g. "en".
- Terms
- Address
  First line of address on estimate.
- PO Number
  Post office box number for address on estimate.
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
  Associated estimate number. 0 if none.
- Sent ID
  User ID of the user who sent the estimate, typically 1 for admin.
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
  Name for the estimate line item(s). To add multiple line items,
- Description
  Description for the estimate line item(s).
- Type
  Type for estimate line item, 0 for normal estimate line.
- Quantity
  Quantity of the estimate line unit, multiplied against the unit cost.
- Unit Cost Amount
  Unit cost amount, to two decimal places.
- Unit Cost Code
  Three-letter currency code.
- Tax Name 1
  Name for the first tax on the estimate line.
- Tax Amount 1
  First tax amount, in percentage, up to 3 decimal places.
- Tax Name 2
  Name for the second tax on the estimate line.
- Tax Amount 2
  Second tax amount, in percentage, up to 3 decimal places.
- Send to Customer?
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
  Is this invoice paid.
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- AmountRequired
  String amount of the income, to two decimal places.
- Amount CodeRequired
  Three-letter currency code for amount.
- Category NameRequired
- AmountRequired
  Amount of the tax, to two decimal places.
- NameRequired
  Name of the tax.
- Date
  The date the income was received, YYYY-MM-DD format.
- Note
- Payment Type
  Optional type of payment made. "Check", "Credit", "Cash", etc.
- Source
  E.g. Shopify, Etsy, Farmers' Market
- Visibility State
Action
Write
- AccountRequired
  Select the Business for which you would like to create a recurring invoice.
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
- FrequencyRequired
  How often to send the invoice.
- Is Infinite?Required
Action
Write
- AccountRequired
  Select the Business for which you would like to Send an Estimate.
- Email RecipientsRequired
- Email BodyRequired
  Notice this field takes plain-text only.
- Email SubjectRequired
- EstimateRequired
Action
Write
- AccountRequired
  Select the Business for which you would like to Create a Client.
- Create if Client Does Not ExsistRequired
  Select Yes if you would like to create the client if they do not exist in the system.
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Mobile Phone
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
  The date the credit note is created for.
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
  Select the Business for which you would like to Find a Customer.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
Action
Search
- AccountRequired
  Select the Business for which you would like to Create a Client.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
  The date the credit note is created for.
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write

- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a new invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Expense.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Invoice.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a new payment.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Create a Client.
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
  The date the credit note is created for.
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Expense.
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
  Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent
- Tax1 Percent
  Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount
- Tax1 Name
  Required if there is a Tax1 Amount
- Tax2 Amount
  Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent
- Tax2 Name
  Required if there is a Tax2 Amount
- Tax2 Percent
  Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount
- Compounded Tax
  Required if Tax2 is used, is Tax2 a compound tax?
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
  Note of percent to mark expense up.
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice PDF.
- InvoiceRequired
  Select the Invoice for which you would like to create a PDF.
Action
Write
- AccountRequired
  Select the Business for which you would like to Create a Project.
- TitleRequired
- Due Date
- Project Type
- Fixed Price
  Fixed price used for flat rate projects
- Rate
  Hourly rate for hourly projects.
- Budget
- Active
- Complete
- Billable
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Expense.
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
  Duration of the time entry in seconds. Decimal values will result in an error
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- AccountRequired
  Select the Business for which you would like to Send an Invoice.
- Email Body
  Notice this field takes plain-text only.
- Email SubjectRequired
- Invoice IDRequired
Action
Write
- AccountRequired
  Select the Business for which you would like to Update an Invoice.
- ClientRequired
  This will only be used if Create if Invoice Does Not Exist is yes.
- Create if Invoice Does Not ExistRequired
  Select Yes if you would like to create the invoice if it does not exist in the system.
- Append Line Items on UpdateRequired
  Select Yes if you would like to append line items on update. Default is to replace line items on update
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
- Days Due From Issue
  Adds days to assigned date to set due date. Due date will be the date of issue if left blank.
- Invoice NumberRequired
  Enter the full invoice number.
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
  Select the Business for which you would like to Find an invoice.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
  If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
Action
Search
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
  If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
  Is this invoice paid.
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
Action
Search or write

About FreshBooks

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.

Related categories

Accounting

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Popular FreshBooks Integrations