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Katana + FreshBooks Classic Integrations

How to connect Katana + FreshBooks Classic

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Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Write
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Search
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Search or write
  • FreshBooks Classic triggers, actions, and search
    Any Account Activity
    Triggers instantly on your choice of records either created or updated.
    Trigger
    Instant
  • FreshBooks Classic triggers, actions, and search
    New Client
    Triggers when a new client is added.
    Trigger
    Scheduled
  • FreshBooks Classic triggers, actions, and search
    New Contact
    Triggers when a new contact is added for a client.
    Trigger
    Scheduled
  • FreshBooks Classic triggers, actions, and search
    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.
    Trigger
    Scheduled
  • FreshBooks Classic

    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.

    Scheduled

    Trigger

  • FreshBooks Classic

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

    Scheduled

    Trigger

  • FreshBooks Classic

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

    Scheduled

    Trigger

  • FreshBooks Classic

    Triggers when a new payment is created.

    Scheduled

    Trigger

  • FreshBooks Classic

    Triggers when there is a new staff member created.

    Scheduled

    Trigger

  • FreshBooks Classic

    Triggers for new task in a project or account.

    Scheduled

    Trigger

  • FreshBooks Classic

    Triggers for new time entries in any project.

    Scheduled

    Trigger

  • FreshBooks Classic

    Create a new client automatically.

    Scheduled

    Action

  • FreshBooks Classic

    Create a new invoice and mark it as paid.

    Scheduled

    Action

  • FreshBooks Classic

    Given a Client, create a new Estimate for them inside Freshbooks.

    Scheduled

    Action

  • FreshBooks Classic

    Creates a new expense

    Scheduled

    Action

  • FreshBooks Classic

    Create an invoice, and optionally send it.

    Scheduled

    Action

  • FreshBooks Classic

    Create a new product (called an Item) inside Freshbooks.

    Scheduled

    Action

  • FreshBooks Classic

    Create an invoice, and optionally send it (with line item support).

    Scheduled

    Action

  • FreshBooks Classic

    Create a new project automatically.

    Scheduled

    Action

  • FreshBooks Classic

    Given an invoice ID, send an invoice by email or snail mail.

    Scheduled

    Action

  • FreshBooks Classic

    Create a new task automatically.

    Scheduled

    Action

  • FreshBooks Classic

    Creates a new time entry on a task

    Scheduled

    Action

  • FreshBooks Classic

    Finds a client by email or username.

    Scheduled

    Action

  • FreshBooks Classic

    Finds or creates a specific client.

    Scheduled

    Action

How Katana + FreshBooks Classic Integrations Work

  1. Step 1: Authenticate Katana and FreshBooks Classic.
    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.
Connect apps
katana-mrp logo
katana-mrp logo
katana-mrp logo

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Related categories

  • eCommerce
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freshbooks logo
freshbooks logo

About FreshBooks Classic

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.
Learn More

Related categories

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