• Freshdesk logoFreshdesk logo
  • FreshBooks logoFreshBooks logo

Freshdesk + FreshBooks Integrations

How to connect Freshdesk + FreshBooks

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  • Freshdesk triggers, actions, and search
    New Ticket
    Triggers when there is a new ticket is created in Freshdesk.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    New Contact
    Triggers when a new customer is created.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    New Ticket Note
    Triggers when a Note is added to a Ticket.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Update Ticket
    Triggers when a Ticket is updated.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Update Contact
    Triggers when a user is updated.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Add Notes to a Ticket
    Add Private or Public notes to a Freshdesk Support Ticket.
    Action
    Write
  • Freshdesk triggers, actions, and search
    Create Company
    Allows you to create a Company entry in Freshdesk.
    Action
    Write
  • Freshdesk triggers, actions, and search
    Create Forum
    Creates a Forum under a Category.
    Action
    Write
  • Freshdesk

    Creates a Forum Category.

    Scheduled

    Action

  • Freshdesk

    Create a new Forum Topic on Freshdesk Forums.

    Scheduled

    Action

  • Freshdesk

    Create a ticket in Freshdesk for your domain.

    Scheduled

    Action

  • Freshdesk

    Allows you to create a User/Customer in Freshdesk for your support domain.

    Scheduled

    Action

  • Freshdesk

    Finds an existing customer or a potential customer that has raised a ticket.

    Scheduled

    Action

  • Freshdesk

    Find a ticket by ID.

    Scheduled

    Action

  • FreshBooks

    Triggers when a new client is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new estimate is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new expense is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new invoice is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new client is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new expense is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new invoice thats meets the condition is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new invoice is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new invoice payment is created.

    Scheduled

    Trigger

  • FreshBooks

    Trigger when a new project is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new staff member completes their profile from the email they receive.

    Scheduled

    Trigger

  • FreshBooks

    Trigger when a new invoice payment is created.

    Instant

    Trigger

  • FreshBooks

    Trigger when a new time entry is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when an estimate is updated.

    Instant

    Trigger

  • FreshBooks

    Triggers when an invoice is updated.

    Instant

    Trigger

  • FreshBooks

    Triggers when a project is updated.

    Instant

    Trigger

  • FreshBooks

    Adds payment to invoice.

    Scheduled

    Action

  • FreshBooks

    Creates a new client.

    Scheduled

    Action

  • FreshBooks

    Creates a new estimate.

    Scheduled

    Action

  • FreshBooks

    Creates new expense.

    Scheduled

    Action

  • FreshBooks

    Creates an Invoice.

    Scheduled

    Action

  • FreshBooks

    Creates a PDF of an Invoice.

    Scheduled

    Action

  • FreshBooks

    Creates other income (i.e., income that doesn't require an invoice and is received through other means).

    Scheduled

    Action

  • FreshBooks

    Creates new project.

    Scheduled

    Action

  • FreshBooks

    Creates a new recurring invoice.

    Scheduled

    Action

  • FreshBooks

    Creates new time entry.

    Scheduled

    Action

  • FreshBooks

    Sends an estimate by email.

    Scheduled

    Action

  • FreshBooks

    Sends an invoice to the email for the invoice client.

    Scheduled

    Action

  • FreshBooks

    Updates an existing client based on email. Optionally create a client if one is not found with matching email.

    Scheduled

    Action

  • FreshBooks

    Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

    Scheduled

    Action

  • FreshBooks

    Finds an existing customer.

    Scheduled

    Action

  • FreshBooks

    Finds an existing invoice.

    Scheduled

    Action

  • FreshBooks

    Find or Create Customer

    Scheduled

    Action

  • FreshBooks

    Find or Create Invoice

    Scheduled

    Action

How Freshdesk + FreshBooks Integrations Work

  1. Step 1: Authenticate Freshdesk and FreshBooks.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Freshdesk Tutorials

freshdesk logo
freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

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freshbooks logo
freshbooks logo

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 more

Related categories

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