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Integrate Highrise with FreshBooks
Send information between Highrise and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in FreshBooks for every new deal created in your Highrise
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Highrise.
How it works
- The flow triggers when a new deal is created in Highrise.
- Zoho Flow creates a new estimate in FreshBooks.
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Create an estimate in FreshBooks for every new deal created in your Highrise
Highrise + FreshBooks
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Create a task in FreshBooks upon the addition of a task in Highrise
Efficiently manage deadlines by logging all tasks in your accounting software. This flow will create a task in FreshBooks upon the addition of a task in Highrise.
How it works
- The flow triggers when a new task is created in Highrise.
- Zoho Flow creates a new task in FreshBooks.
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Create a task in FreshBooks upon the addition of a task in Highrise
Highrise + FreshBooks
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Build your own integrations between Highrise and FreshBooks
Connect Highrise and FreshBooks 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 Highrise and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New tag
Triggers when a new tag is created
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New task
Triggers when a new task is created
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New deal
Triggers when a new deal is created
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New company
Triggers when a new company is created
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New case
Triggers when a new case is created
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New task category
Triggers when a new task category is created
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New deal category
Triggers when a new deal category is created
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New custom fields
Triggers when a new custom field is created
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New group
Triggers when a new group is created
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is created
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Time entry added
Triggers when an new time entry is added
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Invoice created
Triggers when a new invoice is created
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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create contact
Creates a new contact
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Fetch contact
Fetches a contact by email
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Create case
Creates a new case
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Create task for contact
Creates a new task for the selected contact
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Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
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Fetch company
Fetches a company by name
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Create deal for contact
Creates a new deal for the selected contact
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Create deal
Creates a new deal
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Create task
Creates a new task
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Create note for contact
Creates a note for the selected contact
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Create expense
Creates a new expense
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Create task
Creates a new task
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Create client
Creates a new client
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Create invoice
Creates a new invoice
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Update task
Updates the details of an existing task
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Update client
Updates the details of an existing client
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch user
Fetches the details of an existing user by email address
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Fetch client - By email address
Fetches the details of an existing client by 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.
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