Integrate FreshBooks with GatherContent
Send information between FreshBooks and GatherContent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in GatherContent each time a new project is initiated in FreshBooks
Enable efficient tracking and reporting of projects by creating a new project in your content management platform. This flow will initiate a new project in GatherContent when a new project is established in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in GatherContent.
Set up a new project in GatherContent each time a new project is initiated in FreshBooks
FreshBooks + GatherContent
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Supported triggers and actions
Integrate FreshBooks and GatherContent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time entry added
Triggers when an new time entry is added
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Payment added
Triggers when a new payment is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Client created
Triggers when a new client is created
Conversation started
Triggers when a new conversation is started
Item structure updated
Triggers when the details of an existing item structure are updated
Comment added in a conversation
Triggers when a new comment is added in a conversation
Comment updated
Triggers when the details of an existing comment are updated
Workflow status created
Triggers when a new workflow status is created
Shareable link generated
Triggers when a shareable link is generated for an item in a project
Assign user to item
Triggers when a new user is assigned to an item
Conversation resolved
Triggers when a conversation is resolved
Item created
Triggers when a new item is created
Item overdue
Triggers when an item in the project goes past a scheduled date for workflow status
Template created or updated
Triggers when a template is created or updated
Workflow status updated
Triggers when the details of an existing workflow status are updated
Item status updated
Triggers when the status of an existing item are updated
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create estimate
Creates a new estimate
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch user
Fetches the details of an existing user by email address
Fetch client - By email address
Fetches the details of an existing client by email address
Create folder
Creates a new folder
Set item status
Sets the workflow status for the selected item
Rename folder
Renames an existing folder
Create item
Creates a new item
Rename item
Renames an existing item
Set item template
Sets the template for the selected item
Move item to folder
Moves item to an existing folder
Create project
Creates a new project
Fetch item
Fetches the details of an existing item using ID
Fetch project
Fetches the details of an existing project using ID
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
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What is GatherContent?
GatherContent is a content operations platform that helps organizations create and manage content in a single place.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
