Integrate FreshBooks with Iterate

Send information between FreshBooks and Iterate automatically, without writing any code, using Zoho Flow.

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Connect FreshBooks and Iterate 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 Iterate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment added

Triggers when a new payment is added

Client created

Triggers when a new client is created

Invoice created

Triggers when a new invoice is created

Time entry added

Triggers when an new time entry is added

Estimate created

Triggers when a new estimate is created

Expense created

Triggers when a new expense is created

Project created

Triggers when a new project is created

Survey question answered

Triggers when each question in a survey is answered

Survey created

Triggers when a new survey is created

Survey response received

Triggers when a response is received for a survey

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create project

Creates a new project

Create expense

Creates a new expense

Create client

Creates a new client

Create task

Creates a new task

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update estimate

Updates the details of an existing estimate

Update expense

Updates the details of an existing expense

Update client

Updates the details of an existing client

Update task

Updates the details of an existing task

Fetch estimate

Fetches the details of an existing estimate by number

Fetch invoice

Fetches the details of an existing invoice by number

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch client - By email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

Fetch survey

Fetches the details of an existing survey 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.

What is Iterate?

Iterate is a survey tool and user feedback platform that helps you send simple, automated email surveys based on user behavior. It provides in-app mobile surveys, one-click email surveys, and embedded website surveys.

Survey

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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