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Integrate FreshBooks with Insightly
Send information between FreshBooks and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add new FreshBooks clients to Insightly as new contacts
Once you set up this flow, a new contact is created in Insightly for every client that you add in FreshBooks, allowing you to bypass manual data entry for new customers to your CRM system.
How it works
1. A new client is added in FreshBooks.
2. Zoho Flow adds a corresponding contact in Insightly.
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Add new FreshBooks clients to Insightly as new contacts
FreshBooks + Insightly
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Set up a task in FreshBooks every time a task is added in Insightly
Efficiently manage deadlines by logging all tasks in your accounting software. This flow will create a task in FreshBooks as soon as a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in FreshBooks.
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Set up a task in FreshBooks every time a task is added in Insightly
Insightly + FreshBooks
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Start a new project in Insightly whenever a new project is launched in FreshBooks
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Insightly each time a new project is initiated in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Insightly.
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Start a new project in Insightly whenever a new project is launched in FreshBooks
FreshBooks + Insightly
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Build your own integrations between FreshBooks and Insightly
Connect FreshBooks and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate FreshBooks and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Time entry added
Triggers when an new time entry is added
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Invoice created
Triggers when a new invoice is created
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Client created
Triggers when a new client is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Create expense
Creates a new expense
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Create task
Creates a new task
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Create client
Creates a new client
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Create invoice
Creates a new invoice
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Update task
Updates the details of an existing task
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Update client
Updates the details of an existing client
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch user
Fetches the details of an existing user by email address
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Fetch client - By email address
Fetches the details of an existing client by email address
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Create Task
Creates a new task
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Project
Creates a new project
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Create Opportunity
Creates a new opportunity
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Create Organization
Creates a new organization
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Create Event
Creates a new event
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.
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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