Integrate FreshBooks with Zoho Projects
Send information between FreshBooks and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Zoho Projects 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 generate a new project in Zoho Projects whenever a new project is created in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Zoho Projects.
Start a new project in Zoho Projects whenever a new project is launched in FreshBooks
FreshBooks + Zoho Projects
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Supported triggers and actions
Integrate FreshBooks and Zoho Projects 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
Bug submitted
Triggers when a new bug/issue is submitted
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Event created
Triggers when a new event is created
Comment added
Triggers when a new comment is added to the selected task
Task list completed
Triggers when a task list is marked as completed
Task list created
Triggers when a new task list is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task created
Triggers when a new task is created in the selected portal
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Milestone updated
Triggers when a milestone is updated in a project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Bug updated
Triggers when the details of an existing bug/issue are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created
Triggers when a new milestone is created
Project updated
Triggers when the details of an existing project are updated
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
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 comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Create comment in project
Creates a new comment in the selected project
Add user to project
Adds a user to the selected project
Create time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Create event
Creates a new event
Create task list
Creates a new task list
Add comment
Adds a comment to the selected task
Add followers to task
Adds the specified users as followers to an existing task
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Associate project with a team
Associates a project with the selected team
Update general time log
Updates the details of an existing general time log
Approve task timelog
Approves a task timelog
Update client company
Updates the details of an existing client company
Update issue time log
Updates the details of an existing issue time log
Update task list
Updates the details of a task list using its ID
Approve timelog
Approves a general timelog
Update project
Updates the details of an existing project
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task
Fetches the details of an existing task by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch project status
Fetches the status of a project by name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using 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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Webhook triggers
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Logic
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Custom functions
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