Xero + FreshBooks Integrations
How to connect Xero + FreshBooks
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New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
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 Xero + FreshBooks Integrations Work
- Step 1: Authenticate Xero and FreshBooks.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Xero
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