FreshBooks + Wello Solutions
FreshBooks + Wello Solutions
FreshBooks + Wello Solutions integrations
Update companies in Wello Solutions with new Freshbooks clients
As a Field Service company, you want to have all your FreshBooks customers in your Field Service Software. This integration will automatically send all the customers created in FreshBooks directly to Wello Solutions, saving you time and making sure that you don't do the same work twice.
- When this happens...
New ClientTriggers when a new client is created.TriggerInstant - automatically do this!
Create or Update CompanyAllows you to Create or update an existing company (account) on your domain.ActionWrite
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More things you can do with FreshBooks and Wello Solutions
Discover other triggers and actions you can use with FreshBooks and Wello Solutions
- AccountRequired
- StatusRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- AccountRequired
- VendorRequired
- Currency CodeRequired
- Date of Issue
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- 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
- 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
- CustomerRequired
- Create DateRequired
- 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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From 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?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- Amount CodeRequired
- Category NameRequired
- AmountRequired
- NameRequired
- Date
- Note
- Payment Type
- Source
- Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From 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
- Discount Description
- Invoice Number
- PO Number
- Language
- FrequencyRequired
- Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email_recipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Bill IDRequired
- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- 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
- 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
- Create if Estimate Does Not ExistRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Time Entry IDRequired
- Project
- Started At
- Duration
- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Credit Note ID
- Client IDRequired
- 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
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
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Create DateRequired
- 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?
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
- Search FieldRequired
- Search ValueRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- 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 found
New ContactTriggers when the customer request all contact list.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Invoice
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - First Name
- Last NameRequired
- CompanyRequired
- phone
- emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Task Type
- Task PriorityRequired
- Task subjectRequired
- Task DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- OrganizationRequired
- Service areaRequired
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Item IDRequired
- PriceRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- 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
- Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email Body
- Email SubjectRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?Required
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client
- Create if Invoice Does Not ExistRequired
- Append Line Items on UpdateRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Invoice NumberRequired
- 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
- Vendor IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Credit Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Date of Issue
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
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
- Search FieldRequired
- 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
- 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 found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From 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?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
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
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
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- New Company
Triggers when you want to get the last modified 20 companies.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Category
- Article codeRequired
- nameRequired
- Short Description
- Article Price label
- Physical stock
- Archived?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Company NameRequired
- Street
- City
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task Activity
- Task IdRequired
- UserRequired
- ContactRequired
- SubjectRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- emailRequired
- First Name
- Last NameRequired
- CompanyRequired
- phone
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
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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