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  • Freshsales Suite logoFreshsales Suite logo

FreshBooks + Freshsales Suite Integrations

How to connect FreshBooks + Freshsales Suite

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  • FreshBooks triggers, actions, and search
    New Client Hook
    Triggers when a new client is created.
    Trigger
    Instant
  • FreshBooks triggers, actions, and search
    New Estimate
    Triggers when a new estimate is created.
    Trigger
    Instant
  • FreshBooks triggers, actions, and search
    New Expense Hook
    Triggers when a new expense is created.
    Trigger
    Instant
  • FreshBooks triggers, actions, and search
    New Invoice Hook
    Triggers when a new invoice is created.
    Trigger
    Instant
  • FreshBooks triggers, actions, and search
    New Client
    Triggers when a new client is created.
    Trigger
    Scheduled
  • FreshBooks triggers, actions, and search
    New Expense
    Triggers when a new expense is created.
    Trigger
    Scheduled
  • FreshBooks triggers, actions, and search
    New Filtered Invoice
    Triggers when a new invoice thats meets the condition is created.
    Trigger
    Scheduled
  • FreshBooks triggers, actions, and search
    New Invoice
    Triggers when a new invoice is created.
    Trigger
    Scheduled
  • FreshBooks

    Triggers when a new invoice payment is created.

    Scheduled

    Trigger

  • FreshBooks

    Trigger when a new project is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new staff member completes their profile from the email they receive.

    Scheduled

    Trigger

  • FreshBooks

    Trigger when a new invoice payment is created.

    Instant

    Trigger

  • FreshBooks

    Trigger when a new time entry is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when an estimate is updated.

    Instant

    Trigger

  • FreshBooks

    Triggers when an invoice is updated.

    Instant

    Trigger

  • FreshBooks

    Triggers when a project is updated.

    Instant

    Trigger

  • FreshBooks

    Adds payment to invoice.

    Scheduled

    Action

  • FreshBooks

    Creates a new client.

    Scheduled

    Action

  • FreshBooks

    Creates a new estimate.

    Scheduled

    Action

  • FreshBooks

    Creates new expense.

    Scheduled

    Action

  • FreshBooks

    Creates an Invoice.

    Scheduled

    Action

  • FreshBooks

    Creates a PDF of an Invoice.

    Scheduled

    Action

  • FreshBooks

    Creates other income (i.e., income that doesn't require an invoice and is received through other means).

    Scheduled

    Action

  • FreshBooks

    Creates new project.

    Scheduled

    Action

  • FreshBooks

    Creates a new recurring invoice.

    Scheduled

    Action

  • FreshBooks

    Creates new time entry.

    Scheduled

    Action

  • FreshBooks

    Sends an estimate by email.

    Scheduled

    Action

  • FreshBooks

    Sends an invoice to the email for the invoice client.

    Scheduled

    Action

  • FreshBooks

    Updates an existing client based on email. Optionally create a client if one is not found with matching email.

    Scheduled

    Action

  • FreshBooks

    Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

    Scheduled

    Action

  • FreshBooks

    Finds an existing customer.

    Scheduled

    Action

  • FreshBooks

    Finds an existing invoice.

    Scheduled

    Action

  • FreshBooks

    Find or Create Customer

    Scheduled

    Action

  • FreshBooks

    Find or Create Invoice

    Scheduled

    Action

  • Freshsales Suite

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Freshsales Suite

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Freshsales Suite

    Triggers when a new deal is created.

    Scheduled

    Trigger

  • Freshsales Suite

    Adds a note to a contact.

    Scheduled

    Action

  • Freshsales Suite

    Creates a new account.

    Scheduled

    Action

  • Freshsales Suite

    Creates a new contact.

    Scheduled

    Action

  • Freshsales Suite

    Creates a new deal.

    Scheduled

    Action

  • Freshsales Suite

    Updates an existing contact.

    Scheduled

    Action

  • Freshsales Suite

    Find an existing contact by email.

    Scheduled

    Action

  • Freshsales Suite

    Search the matching Contacts

    Scheduled

    Action

How FreshBooks + Freshsales Suite Integrations Work

  1. Step 1: Authenticate FreshBooks and Freshsales Suite.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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freshbooks logo

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.
Learn more

Related categories

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freshworks-crm logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more

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