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Record FreshBooks payments in your TrackVia database

  1. When this happensStep 1: New Payment

  2. Then do thisStep 2: Add Record to View

Whenever you receive a new payment in FreshBooks, keep track of it in your TrackVia database with this integration.

How It Works

  1. A customer pays you in FreshBooks
  2. Zapier adds that payment to your TrackVia database

What You Need

  • A FreshBooks account
  • A TrackVia account

Got that? Then let's get started.

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Connect FreshBooks Classic + TrackVia in Minutes

It's easy to connect FreshBooks Classic + TrackVia and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantAny Account Activity

Triggers instantly on your choice of records either created or updated.

New Contact

Triggers when a new contact is added for a client.

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Invoice

Triggers when a new invoice is created (with line item support).

New Staff Member

Triggers when there is a new staff member created.

New Client

Triggers when a new client is added.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

New Payment

Triggers when a new payment is created.

New Task

Triggers for new task in a project or account.

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