Create integrations between Spiro and FreshBooks to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Spiro and FreshBooks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Spiro Users
Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Name
Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity NameRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity IDRequired
Relations to Clone
Name
Sales Stage
Amount
Close Date
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Spiro User
SubjectRequired
Contact ID
Ticket ID
EmailRequired
TypeRequired
Custom Activity Type
Disposition
Interaction Date
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Company Name
Company Address
Company City
Company State
Company Country
Company Zipcode
Company Region
Website
Description
Opportunity Name
Amount
Phone
Mobile Phone
Title
Sales Stage Name
Close Date
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
EmailRequired
Contact Id
Spiro User
Remind Me
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Opportunity IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company Name
Website
Address
City
State
Zipcode
Region
Country
Phone
Description
Owner
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Header Notes
Footer Notes
Expiration Date
Spiro User
Company ID
Primary Contact ID
Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Entity (Section)Required
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
First Name
Last Name
Title
Phone
Country
Currency
Email Client
Role
Manager
Group
Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
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 appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
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 foundAccountRequired
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 foundAccountRequired
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 Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spiro Users
Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Company IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message
Link
Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Full Name
Email
Phone
Mobile Phone
Title
Description
Owner
Campaigns
External Id
Company Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Opportunity Name
Sales Stage
Amount
Close Date
Description
Priority
Spiro User
External Id
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Reminder
Reminder Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Description
Priority
Status
Spiro User
Contact ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Contact Email
Interaction type
Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile 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 foundAccountRequired
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 appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
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 foundAccountRequired
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 foundAccountRequired
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 foundAccountRequired
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