FreshBooks + Wave integrations
Create FreshBooks projects from new Wave customers
Effortlessly manage your new clients with this Wave to FreshBooks automation. When a new customer is added in Wave, a project will be created for them in FreshBooks. Spend more time focusing on your work and less on keeping track of your clients' information, making your business run more efficiently.
- When this happens...New CustomerTriggers when a new customer is added to a business you choose.
- automatically do this!Create ProjectCreates new project.
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- 14 day trial for premium features & apps
More things you can do with Wave and FreshBooks
Discover other triggers and actions you can use with Wave and FreshBooks
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite- BusinessRequired
- NameRequired
- Description
- PriceRequired
ActionWrite- BusinessRequired
- EmailRequired
ActionSearch
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
ActionWrite- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
ActionWrite- BusinessRequired
- NameRequired
ActionSearch
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.
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Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
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