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Launch your first automated workflow Start with a template that brings FreshBooks and HoneyBook together. Build enterprise-grade automation in minutes.
Our most popular template
Create FreshBooks incomes from new HoneyBook payments HoneyBook + FreshBooks
Create or update invoices in FreshBooks anytime payments are received from HoneyBook HoneyBook + FreshBooks
Create FreshBooks clients from new HoneyBook projects booked HoneyBook + FreshBooks
Create FreshBooks invoices from new HoneyBook payments HoneyBook + FreshBooks
Create new clients in FreshBooks when new clients are created in HoneyBook HoneyBook + FreshBooks
Create new FreshBooks clients from new HoneyBook payments HoneyBook + FreshBooks
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Create invoices in FreshBooks for new projects booked in HoneyBook HoneyBook + FreshBooks
Create new HoneyBook clients from new FreshBooks clients FreshBooks + HoneyBook
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How Zapier works Zapier makes it easy to integrate FreshBooks with HoneyBook - no code necessary. See how you can get setup in minutes.
FreshBooks
FreshBooks
HoneyBook
HoneyBook
1. Select the event
App
FreshBooks
Choose a trigger A trigger is the event that starts your Zap—like a "New Client" from FreshBooks.
Add your action An action happens after the trigger—such as "Create Project" in HoneyBook.
You’re connected! Zapier seamlessly connects FreshBooks and HoneyBook, automating your workflow.
Supported triggers and actions Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Triggers Actions Triggers & Actions
New Client Triggers when a new client is created.
Try It New Expense Triggers when a new expense is created.
Try It New Bill Triggers when a new bill is created.
Try It New Filtered Invoice Triggers when a new invoice thats meets the condition is created.
Try It New Staff Member Triggers when a new staff member completes their profile from the email they receive.
Try It New Invoice Payment Triggers when a new invoice payment is created.
Try It Updated Bill Triggers when a bill is updated.
Try It Updated Invoice Triggers when an invoice is updated.
Try It Updated Vendor Triggers when a vendor is updated.
Try It Create Bill Creates a new bill.
Date of Issue
Days Due From Issue
Bill Number
Description
Tax Name
Tax Percent
Create Client Creates a new client.
Create Estimate Creates a new estimate.
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?
Create Invoice Creates an Invoice.
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
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
Create Other Income Creates other income (i.e., income that doesn't require an invoice and is received through other means).
Date
Note
Payment Type
Source
Visibility State
Create Recurring Invoice Creates a new recurring invoice.
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
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
Create Vendor Creates a Vendor.
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
Send Estimate Sends an estimate by email.
Update Bill Updates an existing bill.
Vendor
Currency Code
Date of Issue
Days Due From Issue
Bill Number
Language
Description
Tax Name
Tax Percent
Create or Update Client Updates an existing client based on email. Optionally create a client if one is not found with matching email.
Update Estimate Updates an estimate.
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
Update Time Entry Updates a time entry.
Project
Started At
Duration
Is Logged
Internal?
Client ID
Billed?
Billable?
Active?
Note
Find Bill Finds an existing bill.
Find Client Finds an existing client.
Find Invoice Finds an existing invoice.
Find Vendor Finds an existing vendor.
Find or Create Credit Note Find a credit note, or create one if it is not found.
Credit Note ID
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
Find or Create Estimate Find an estimate, or create one if it is not found.
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?
Find or Create Project Find a project, or create one if it is not found.
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
Client Created Triggers when a new client is created in HoneyBook.
Try It New Inquiry Triggers when a new inquiry is created.
Try It New Project Booked Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try It Create Project Create a new project in HoneyBook
Phone Number
Project Type
Project Date
Project Details
Project Budget
Project Location
New Estimate Triggers when a new estimate is created.
Try It New Invoice Triggers when a new invoice is created.
Try It New Credit Note Triggers when a new credit note is created.
Try It New Project Trigger when a new project is created.
Try It New Vendor Triggers when a new vendor is created.
Try It New Time Entry Trigger when a new time entry is created.
Try It Updated Estimate Triggers when an estimate is updated.
Try It Updated Project Triggers when a project is updated.
Try It Add Payment to Invoice Adds payment to invoice.
Create Checkout Link Creates a checkout link.
Tax Amount
Tax Name
Send Admin Receipt?Required
Note
Is Active?
Terms and Conditions
Create Credit Note Creates a create note.
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
Create Expense Creates new expense.
Client
Date
Notes
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
Create Invoice PDF Creates a PDF of an Invoice.
Create Project Creates new project.
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
Create Time Entry Creates new time entry.
Project
Task
Created At
Internal?
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
Delete Checkout Link Deletes a checkout link for an item or service.
Send Invoice Sends an invoice to the email for the invoice client.
Update Checkout Link Updates an existing checkout link.
Note
Send Admin Receipt?Required
Tax Amount
Tax Name
Terms and Conditions
Update Credit Note Updates a credit note.
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
Create or Update Invoice Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.
Update Vendor Updates a Vendor.
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
Find Credit Note Finds an existing credit note.
Find Estimate Finds an estimate.
Find Project Finds an existing project.
Find or Create Bill Find a bill, or create one if it is not found.
Date of Issue
Days Due From Issue
Bill Number
Description
Tax Name
Tax Percent
Find or Create Client Find a client, or create one if it is not found.
Find or Create Invoice Find an invoice, or create one if it is not found.
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
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
Find or Create Vendor Find a vendor, or create one if it is not found.
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
Meeting Scheduled Trigger when a meeting is scheduled or changed
Try It New Payment Paid Triggers when any payment is successfully paid by the client (including manual payments).
Try It Project Stage Changed Triggers when a project manually or automatically changes its stage.
Try It Create Client Create a new client in HoneyBook
Load more
For AI agents & developers
Use FreshBooks and HoneyBook with AI agents and code Beyond Zap workflows. Call FreshBooks and HoneyBook actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code Connect via Zapier MCP Expose FreshBooks and HoneyBook actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Connect Zapier MCP Typescript Call from code with the Zapier SDK Trigger FreshBooks and HoneyBook actions from backend services, scripts, or agent code.
Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* freshbooks / honeybook action */ }); Run the SDK docs There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use FreshBooks and HoneyBook Sync clients between HoneyBook and FreshBooks Zapier keeps your client lists in sync between FreshBooks and HoneyBook. When a new client is created in HoneyBook, it triggers Zapier to automatically create the same client in FreshBooks. This ensures consistency across your tools and saves you from manually updating data, letting you focus on client relationships instead of admin work.
Business Owner Track new inquiries in HoneyBook on FreshBooks Zapier captures new inquiries from HoneyBook and sends them directly to FreshBooks by creating an entry for each one. This streamlines inquiry tracking by simplifying how leads are managed across platforms, helping align marketing efforts and improve visibility into inquiry trends.
Marketing & Marketing Ops Learn how to automate FreshBooks on the Zapier blog
5 ways to automate FreshBooks with Zapier Connect FreshBooks to Zapier, and you'll build systems that help you do better work for your clients while staying on top of your finances.
Learn how to automate HoneyBook on the Zapier blog
5 ways to automate HoneyBook Want workflows that instantly create project folders, update client info, and send follow-up emails on your behalf? Here's how.
Make work flow with AI Level up your FreshBooks to HoneyBook integration with AI. Extract, summarize, and transform your integration data with leading AI models like
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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.
HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
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