• Smartsheet logoSmartsheet logo
  • FreshBooks logoFreshBooks logo

Smartsheet + FreshBooks Integrations

How to connect Smartsheet + FreshBooks

Zapier lets you send info between Smartsheet and FreshBooks automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Smartsheet triggers, actions, and search
    Updated Row
    Triggers when a row is updated.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Attachment
    Triggers when a new attachment is added to a row.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Comment
    Triggers when a new comment is added.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Row
    Triggers when a new row is added.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    Create Workspace
    Creates a Workspace.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Attachment to Row
    Adds a file attachment to a row.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Discussion to Row
    Adds discussion to row.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Row to Sheet
    Add a row to a sheet.
    Action
    Write
  • Smartsheet

    Copies folder to another destination.

    Scheduled

    Action

  • Smartsheet

    Copies row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Creates a copy of the specified Workspace.

    Scheduled

    Action

  • Smartsheet

    Moves row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from an existing sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from a template.

    Scheduled

    Action

  • Smartsheet

    Update an existing row with new values. Requires a row ID.

    Scheduled

    Action

  • Smartsheet

    Send a row via email.

    Scheduled

    Action

  • Smartsheet

    Send a sheet via email (as PDF or Excel).

    Scheduled

    Action

  • Smartsheet

    Share a sheet.

    Scheduled

    Action

  • Smartsheet

    Share a workspace.

    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 Smartsheet + FreshBooks Integrations Work

  1. Step 1: Authenticate Smartsheet 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.
smartsheet logo
smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

Similar apps

MySQL integrations

MySQL

Databases
Zoho Creator integrations

Zoho Creator

App Builder, Zoho
Knack integrations

Knack

Databases
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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy