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FreshBooks + Optix

Create copies of paid Optix user invoices in Freshbooks

Copying invoices between multiple apps isn't the best use of your time. Ensure your venue members' paid invoices are accounted for, automatically. This integration will add copies of your Optix users' invoices in your Freshbooks account as soon as they're paid, saving you from tedious manual labor.

How this Optix-Freshbooks integration works

An Optix user pays for an invoice
Zapier automatically finds the user or creates the user in your Freshbooks account
Zapier automatically creates an invoice in your Freshbooks account and marks it as paid

Apps involved

Optix
Freshbooks

When this happens...
New Invoice PaymentTriggers when a member pays an invoice.
TriggerInstant
automatically do this!
Create or Update InvoiceUpdate an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.
ActionWrite

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- Item ID
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- Price
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- Account
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- Tax1 Name
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- Tax2 Name
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- Project
- Task
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- Duration
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- Is Logged
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- Internal?
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- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
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- Account
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- Checkout Link ID
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- Email Body
- Email Subject
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- Item ID
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- Tax Amount
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- Terms and Conditions
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- Client ID
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- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
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- Tax 1 Name
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- Currency Code
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- Invoice Number
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- Line Item Description
- Line Item Name
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- Line Item Quantity
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- Line Item Tax1 Name
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- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
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- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
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- Account
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- Vendor ID
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- Vendor Name
- Contact First Name
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- Contact Email
- Street
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- Province
- Postal Code
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- Account Number
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- Currency Code
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- Credit Note ID
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- Account
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- Search Field
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- Search Value
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- Search Field
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- Search Value
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- Search Field
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- Search Value
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- Currency Code
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- Date of Issue
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- Bill Number
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- Description
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- Primary Street 1
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- Primary Zip Code
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- Currency_code
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- Days Due From Issue
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- Line Item Name
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- Line Item Quantity
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- Line Item Tax1 Name
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- Discount Amount
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- Invoice Number
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- Account
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- Search Field
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- Search Value
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- Vendor Name
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- Line Item Tax1 Name
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- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
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- Account
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- Amount
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- Amount Code
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- Category Name
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- Amount
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- Name
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- Date
- Note
- Payment Type
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Action
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- Account
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- Client
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- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
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- Line Item Quantity
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- Line Item Tax1 Name
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- Line Item Unit Cost
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- Discount Amount
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- Invoice Number
- PO Number
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- Is Infinite?
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Action
Write
- Account
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- Vendor Name
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- Contact First Name
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- Account Number
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- Currency Code
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- Account
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- Email_recipients
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- Email Body
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- Email Subject
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- Estimate
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Action
Write
- Account
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- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- Quantity
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- Tax Name
- Tax Percent
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- Expense Category
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Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Email
  Required
- 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
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- Body
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Action
Write
- Account
  Required
- Create if Estimate Does Not Exist
  Required
- Customer
- Create Date
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- Organization
- First Name
- Last Name
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- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
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- Zip Code
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- Notes
- Name
- Description
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- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
Action
Write
- Account
  Required
- Time Entry ID
  Required
- Project
- Started At
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- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
Action
Write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Credit Note ID
- Client ID
  Required
- 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
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Customer
  Required
- Create Date
  Required
- 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
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- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write

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 moreLearn moreHelpHelp

Related categories

Accounting

About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking