Integrate FreshBooks with LiquidPlanner
Send information between FreshBooks and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in LiquidPlanner whenever a new project is launched in FreshBooks
Reduce discrepancies between accounting software and project management software by auto-syncing project details. This flow will set up a new project in LiquidPlanner 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 LiquidPlanner.
Start a new project in LiquidPlanner whenever a new project is launched in FreshBooks
FreshBooks + LiquidPlanner
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Supported triggers and actions
Integrate FreshBooks and LiquidPlanner 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
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or 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 package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Webhook triggers
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Logic
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Custom functions
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Technical Engineer, Master Liveaboards
