Connect FreshBooks and HoneyBook to power AI-driven automation

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Choose a Trigger

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Launch your first automated workflow

Start with a template that brings FreshBooks and HoneyBook together. Build enterprise-grade automation in minutes.

Our most popular template

Create FreshBooks incomes from new HoneyBook payments
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HoneyBook + FreshBooks
Create or update invoices in FreshBooks anytime payments are received from HoneyBook
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HoneyBook + FreshBooks

Create FreshBooks incomes from new HoneyBook payments

Details

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HoneyBook + FreshBooks

Create or update invoices in FreshBooks anytime payments are received from HoneyBook

Details

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HoneyBook + FreshBooks

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate FreshBooks with HoneyBook - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from FreshBooks.

Add your action

An action happens after the trigger—such as "Create Project" in HoneyBook.

You’re connected!

Zapier seamlessly connects FreshBooks and HoneyBook, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Status
  Required
Trigger
Polling
Try It
- Account
  Required
Trigger
Polling
Try It

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Vendor
  Required
- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Email
  Required
- 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
Action
Write
- Account
  Required
- Customer
  Required
- Create Date
  Required
- 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?
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Write
- Account
  Required
- Amount
  Required
- Amount Code
  Required
- Category Name
  Required
- Amount
  Required
- Name
  Required
- Date
- Note
- Payment Type
- Source
- Visibility State
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
- Frequency
  Required
- Is Infinite?
  Required
Action
Write
- Account
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Write
- Account
  Required
- Email_recipients
  Required
- Email Body
  Required
- Email Subject
  Required
- Estimate
  Required
Action
Write
- Account
  Required
- Bill ID
  Required
- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Email
  Required
- 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
Action
Write
- Account
  Required
- Create if Estimate Does Not Exist
  Required
- 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
Action
Write
- Account
  Required
- Time Entry ID
  Required
- Project
- Started At
- Duration
- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
Action
Write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Credit Note ID
- Client ID
  Required
- 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
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Customer
  Required
- Create Date
  Required
- 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?
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write
Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
Try It
- Note
- Form
Trigger
Instant
Try It
New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
Try It
- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
- Project Location
Action
Write

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Polling
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Amount
  Required
- Date
- Invoice ID
  Required
- Payment Type
- Note
Action
Write
- Account
  Required
- Item ID
  Required
- Price
  Required
- Currency
  Required
- Tax Amount
- Tax Name
- Send Admin Receipt?
  Required
- Note
- Is Active?
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- 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
Action
Write
- Account
  Required
- Amount
  Required
- Category
  Required
- Client
- Date
- Notes
- Staff Member
  Required
- 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
Action
Write
- Account
  Required
- Invoice
  Required
Action
Write
- Account
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- Account
  Required
- Project
- Task
- Started At
  Required
- Created At
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
  Required
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- Account
  Required
- Checkout Link ID
  Required
Action
Write
- Account
  Required
- Email Body
- Email Subject
  Required
- Invoice ID
  Required
Action
Write
- Account
  Required
- Checkout Link ID
  Required
- Item ID
  Required
- Amount
  Required
- Currency
  Required
- Note
- Is Active?
  Required
- Send Admin Receipt?
  Required
- Tax Amount
- Tax Name
- Item Name
  Required
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Note ID
  Required
- 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
Action
Write
- Account
  Required
- Client
- Create if Invoice Does Not Exist
  Required
- Append Line Items on Update
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Invoice Number
  Required
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- 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
- Account
  Required
- Vendor ID
  Required
- 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
Action
Write
- Account
  Required
- Credit Note ID
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor
  Required
- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Email
  Required
- 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
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Search or write
Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
Try It
New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
Try It
Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
Try It
- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write

For AI agents & developers

Use FreshBooks and HoneyBook with AI agents and code

Beyond Zap workflows. Call FreshBooks and HoneyBook actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose FreshBooks and HoneyBook actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Payment to Invoice
Create Project

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger FreshBooks and HoneyBook actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* freshbooks / honeybook action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use FreshBooks and HoneyBook

Sync clients between HoneyBook and FreshBooks

Zapier keeps your client lists in sync between FreshBooks and HoneyBook. When a new client is created in HoneyBook, it triggers Zapier to automatically create the same client in FreshBooks. This ensures consistency across your tools and saves you from manually updating data, letting you focus on client relationships instead of admin work.

Business Owner

Try it

Track new inquiries in HoneyBook on FreshBooks

Zapier captures new inquiries from HoneyBook and sends them directly to FreshBooks by creating an entry for each one. This streamlines inquiry tracking by simplifying how leads are managed across platforms, helping align marketing efforts and improve visibility into inquiry trends.

Marketing & Marketing Ops

Try it

Learn how to automate FreshBooks on the Zapier blog

Learn how to automate HoneyBook on the Zapier blog

Make work flow with AI

Level up your FreshBooks to HoneyBook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

Accounting

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect FreshBooks and HoneyBook to power AI-driven automation

Launch your first automated workflow

Create FreshBooks incomes from new HoneyBook payments

Create or update invoices in FreshBooks anytime payments are received from HoneyBook

Create FreshBooks incomes from new HoneyBook payments

Create or update invoices in FreshBooks anytime payments are received from HoneyBook

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use FreshBooks and HoneyBook with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use FreshBooks and HoneyBook

Sync clients between HoneyBook and FreshBooks

Track new inquiries in HoneyBook on FreshBooks

Learn how to automate FreshBooks on the Zapier blog

5 ways to automate FreshBooks with Zapier

Learn how to automate HoneyBook on the Zapier blog

5 ways to automate HoneyBook

Make work flow with AI

Connect FreshBooks to HoneyBook on the world's largest no-code automation platform