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AccountRequired
Select the Business for which you would like to look for a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Client.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Filtered Invoice.
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Payment.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Staff Member.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find a Customer.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace
Task
Only trigger on new Time Entries for this Task. Requires a Workspace set above.
Tags
Only trigger on new Time Entries with these Tags.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
Client
NameRequired
Name of project to create
Template
Template to use in this project.
Is Project Private?
If "no", you will be granting all workspace users access to this project.
Is Project Billable?
Is this project billable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
NameRequired
Name of task to create
Is Active?Required
If "no", the task is marked as "Done" in Toggl.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project
Select a project to assign this time entry to
Task
Select a task to assign this time entry to
Stop
Optionally, when should this time entry stop?
Billable
Is this time entry billable?
Description
Created WithRequired
Tell us which app created this time entry. Not visible in Toggl.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
Client name to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Tag NameRequired
Tag name to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Workspace to filter by.
Time Entry Description
Time entry description to search for.
Time Entry Started After
Only consider time entries that started after this time (inclusive).
Time Entry Started Before
Only consider time entries that started before this time (inclusive).
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Project NameRequired
Name of project to create
Include Archived Projects?
Client
Template
Template to use in this project.
Is Project Private?
If "no", you will be granting all workspace users access to this project.
Is Project Billable?
Is this project 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 foundWorkspaceRequired
Task NameRequired
Name of task to create
Include Done Tasks?
ProjectRequired
Is Active?Required
If "no", the task is marked as "Done" in Toggl.
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
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Expense.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new payment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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".
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
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".
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Time Entry Started
Triggers when a new time entry is started and running.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
Client NameRequired
Name of client to create
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
NameRequired
Name of tag to create
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project
Select a project to assign this time entry to
Task
Select a task to assign this time entry to
DurationRequired
Must be in seconds.
StartRequired
When did this time entry start?
Stop
Optionally, when did this time entry stop?
Billable
Is this time entry billable?
Description
Created WithRequired
Tell us which app created this time entry. Not visible in Toggl.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time EntryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project NameRequired
Project name to search for
Include Archived Projects?
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Task NameRequired
Task name to search for
Include Done Tasks?
ActionThis is an event a Zap performs.SearchFind existing data in your appClient NameRequired
Name of client to create
WorkspaceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Tag NameRequired
Name of tag to create
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Workspace to filter by.
Time Entry Description
Time entry description to search for.
Time Entry Started After
Only consider time entries that started after this time (inclusive).
Time Entry Started Before
Only consider time entries that started before this time (inclusive).
Project
Select a project to assign this time entry to
Task
Select a task to assign this time entry to
DurationRequired
Must be in seconds.
StartRequired
When did this time entry start?
Stop
Optionally, when did this time entry stop?
Billable
Is this time entry billable?
Description
Created WithRequired
Tell us which app created this time entry. Not visible in Toggl.
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
How FreshBooks + Toggl Integrations Work
- Step 1: Authenticate FreshBooks and Toggl.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
Related categories
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