Integrate FreshBooks with ProWorkflow

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Create a new project in ProWorkflow whenever a new project is created in FreshBooks

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in ProWorkflow whenever a new project is created in FreshBooks.

How it works
  1. The flow triggers when a new project is created in FreshBooks.
  2. Zoho Flow creates a new project in ProWorkflow.
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Create a new project in ProWorkflow whenever a new project is created in FreshBooks

FreshBooks + ProWorkflow

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Supported triggers and actions

Integrate FreshBooks and ProWorkflow 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

Company created

Triggers when a new company is added

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when a new contact is added

Invoice updated

Triggers when the details of an existing invoice are edited

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is added

Message created

Triggers when a new message is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

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 invoice

Creates a new invoice

Add expense

Creates a new expense

Add contact

Creates a new contact

Add company

Creates a new company

Add project

Creates a new project

Find invoice

Fetches the details of an existing invoice

Find project

Fetches the details of an existing project

Find company

Fetches the details of an existing company by name or email address

Find contact

Fetches the details of an existing contact using username or email address

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 ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.

Build comprehensive workflows using

Webhook triggers

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

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.

Julien Granjean

CEO, iDAYit

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