Integrate FreshBooks with Neaktor
Send information between FreshBooks and Neaktor automatically, without writing any code, using Zoho Flow.
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Start a new project in Neaktor whenever a new project is launched in FreshBooks
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Neaktor 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 using the specified module in Neaktor.
Start a new project in Neaktor whenever a new project is launched in FreshBooks
FreshBooks + Neaktor
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Supported triggers and actions
Integrate FreshBooks and Neaktor 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
Task deleted
Triggers when a task is deleted
Task created
Triggers when a new task is created
Task status updated
Triggers when the details of an existing task is updated
Assignee changed
Triggers when the assignee is changed
Task comment added
Triggers when a new task comment is added
Task status completed
Triggers when a task status is marked complete
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
Add project managers
Adds project managers to the specified project
Create task
Creates a new task using the specified task model
Create reminder
Creates a new reminder
Create event
Creates a new event
Create project
Creates a new project using the specified module
Update project
Updates the details of an existing project
Update event
Updates the details of an event
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch user
Fetches the details of an existing user using email address
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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Learn more >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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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