FreshBooks
Generate and manage new FreshBooks invoices by creating an invoice in FreshBooks
This workflow springs into action once a new invoice materializes in your FreshBooks app. It immediately facilitates the creation of a corresponding invoice within the same platform. This process not only speeds up your invoicing operations but also helps to heighten accuracy by eliminating manual data entry. Leverage this automation to streamline your financial activities in FreshBooks.
This workflow springs into action once a new invoice materializes in your FreshBooks app. It immediately facilitates the creation of a corresponding invoice within the same platform. This process not only speeds up your invoicing operations but also helps to heighten accuracy by eliminating manual data entry. Leverage this automation to streamline your financial activities in FreshBooks.
- When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Invoice
Creates an Invoice.
ActionWriteCreate a new record or update an existing record in your app.
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AccountRequired
StatusRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From 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?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
Amount CodeRequired
Category NameRequired
AmountRequired
NameRequired
Date
Note
Payment Type
Source
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From 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
Discount Description
Invoice Number
PO Number
Language
FrequencyRequired
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email RecipientsRequired
Email BodyRequired
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Bill IDRequired
Vendor
Currency Code
Date of Issue
Days Due From Issue
Bill Number
Language
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Client Does Not ExsistRequired
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Estimate Does Not ExistRequired
Customer
Create Date
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate ID
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Time Entry IDRequired
Project
Started At
Duration
Is Logged
Internal?
Client ID
Billed?
Billable?
Active?
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Credit Note ID
Client IDRequired
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
AccountRequired
AmountRequired
Date
Invoice IDRequired
Payment Type
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Item IDRequired
PriceRequired
CurrencyRequired
Tax Amount
Tax Name
Send Admin Receipt?Required
Note
Is Active?
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 Percent
Tax1 Name
Tax2 Amount
Tax2 Name
Tax2 Percent
Compounded 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
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Project
Task
Started AtRequired
Created At
DurationRequired
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email Body
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
Item IDRequired
AmountRequired
CurrencyRequired
Note
Is Active?Required
Send Admin Receipt?Required
Tax Amount
Tax Name
Item NameRequired
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Note IDRequired
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client
Create if Invoice Does Not ExistRequired
Append Line Items on UpdateRequired
Currency Code
Date of Issue
Days Due From Issue
Invoice NumberRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor IDRequired
Vendor Name
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Credit Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
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
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
ClientRequired
Currency Code
Date of Issue
Days Due From 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?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About FreshBooks
Related categories
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- Add new FreshBooks New clients to QuickBooks Online as customers
- Send Gmail emails when new FreshBooks New payments are created
- Add new Stripe customers to FreshBooks New as clients
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- Create or Update new CloudCart clients on FreshBooks New
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- Add or update new Smily clients in Freshbooks
- Send new form submissions in HubSpot to Google Sheets and create new clients in Freshbooks
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- Add new invoices to FreshBooks from new OneDesk timesheets
- Add new Explara buyers as clients on Freshbooks New
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- Create a New Project in FreshBooks from a New Project in OneDesk
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- Create new Freshbook invoices from new POWr Form Builder form submissions
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- Create FreshBooks invoices from new AidaForm responses
- Add new staff members in Freshbooks to DeleTrain
Related Zap Templates
- Subscribe new Freshbooks clients to a Mailchimp list
- Post new FreshBooks payments to a Slack channel
- Create Freshbooks Clients from new Jotform submissions
- Create FreshBooks incomes from new HoneyBook payments
- Create new Dropbox folders for new FreshBooks clients
- Add new Freshbooks clients from new Wufoo form entries
- Create new FreshBooks clients from new customers in fieldd
- Create new incomes in FreshBooks when proposals are accepted in DripJobs
- Create FreshBooks entries from new Toggl Track time entries
- Add new Stripe customers to FreshBooks as contacts
- Create FreshBooks clients from new Square customers
- Create FreshBooks invoices from new Ninja Forms form submissions
- Create FreshBooks invoice from Knack records
- Add new FreshBooks clients from new Wufoo entries
- Add new Podio items to FreshBooks as new projects
- Add new Gumroad sales as payments on FreshBooks
- Add FreshBooks clients for new contacts on SetMore Appointments
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- Add new ClickFunnels Classic contacts to FreshBooks
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- Create invoices on FreshBooks from new Teachable transactions
- Send Gmail emails when new FreshBooks New payments are created
- Create or Update new CloudCart clients on FreshBooks New
- Send new form submissions in HubSpot to Google Sheets and create new clients in Freshbooks
- Add new Explara buyers as clients on Freshbooks New
- Add shipcloud shipment prices as postage expenses to FreshBooks New
- Create Freshbooks invoices when you receive new Stripe payments
- Create FreshBooks New invoices when new PandaDoc documents are completed
- Create Easy Project real budget expenses from created FreshBooks New expenses
- Add a new Client in New Freshbooks when a new Person is created in Clio
- Create a New Project in FreshBooks from a New Project in OneDesk
- Create or Update new clients on FreshBooks New for each new order on PayKickstart
- Create Freshbooks invoices from GoSchedule new bookings
- Add new staff members in Freshbooks to DeleTrain
- Add or update Mailchimp subscribers for new clients in FreshBooks New
- Send Slack channel messages when new FreshBooks New invoices are created
- Add new Stripe charges to FreshBooks New as payments
- Create time entries in FreshBooks from new time entries in Toggl Track
- Manage new Clockify time entries by creating corresponding entries in FreshBooks
- Create FreshBooks invoice from new Google Calendar events
- Add new FreshBooks clients to Invoice2go
- Create FreshBooks invoices from new Jotform submissions
- Create new FreshBooks incomes when new Dubsado payments are received
- Create Xero sales invoices from new FreshBooks invoices
- Add FreshBooks clients from new rows on Google Sheets
- Create a Freshbooks invoice when a new record is created in Fulcrum
- Add new Google Contacts to FreshBooks as new clients
- Add new Google Sheets spreadsheet rows to FreshBooks as new clients
- Add new Podio items to FreshBooks as new clients
- Create new Freshbooks clients for new Ninja Forms submissions
- Create FreshBooks client invoices for new Stripe charges
- Create FreshBooks invoices for new deals on Pipedrive
- Create Freshbooks invoices based on new GoCanvas submissions
- Add new Typeform entries to FreshBooks as paid invoices
- Post new FreshBooks invoices to Slack
- Add new Stripe customers to FreshBooks New as clients
- Record new Podia sales as FreshBooks paid invoices
- Add new Freshbooks invoice info to Kommo contacts
- Add new CSG Forte Payments sale transactions as payments in FreshBooks New
- Add new FreshBooks customers to NiceJob
- Create FreshBooks invoices for new Timekit Bookings
- Add new Gift Up! orders to FreshBooks New as invoices
- Create Easy Project real budget incomes from created FreshBooks New invoices
- Add New Timesheet in OneDesk as Time Entry in FreshBooks New
- Request Veem payments from new FreshBooks time entries
- Submit customer data in LoyaltyLoop when new clients are added in Freshbooks
- Create or update FreshBooks New contacts when new payments are received in Stax
- Add new Freshbooks clients to Google Contacts as new contacts
- Create FreshBooks incomes for new Stripe payments
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- Create Invoice in FreshBooks from ServeManager Invoice
- Create FreshBooks incomes for new eBay orders
- Create or update invoices in FreshBooks anytime payments are received from HoneyBook
- Create new Google Drive folders for every new project in FreshBooks
- Subscribe new FreshBooks clients to AWeber
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- Add new FreshBooks filtered invoices to Trello as new cards
- Add new Freshservice users as clients in Freshbooks
- Create new FreshBooks clients from TrackVia entries
- Create new FreshBooks projects on a monthly schedule
- Add new Google Calendar events to FreshBooks as new clients
- Add new Repsly clients to Freshbooks
- Send new Braintree transactions to FreshBooks as invoices
- Create FreshBooks invoices for clients with successful PayPal sales
- Create FreshBooks expenses from new Google Sheets rows
- Add new Xero contacts to FreshBooks
- Create FreshBooks invoices from new Skedda bookings
- Add new FreshBooks New clients to QuickBooks Online as customers
- Create copies of paid Optix user invoices in Freshbooks
- Add or update new Smily clients in Freshbooks
- Add new invoices to FreshBooks from new OneDesk timesheets
- Add new Omnify bookings to Freshbooks as invoices
- Create new clients in FreshBooks New from new clients in Thryv
- Create Freshbooks invoices from new ReportGarden invoices
- Create contacts in eEndorsements from new Freshbook clients
- Add new Revamp CRM contacts to FreshBooks as new clients
- Create new Time Entry in FreshBooks Classic for new Timesheet in OneDesk
- Create new Freshbook invoices from new POWr Form Builder form submissions
- Send Reviews360 surveys to new customers created in FreshBooks
- Create FreshBooks invoices from new AidaForm responses