Integrate FreshBooks with Forecast

Send information between FreshBooks and Forecast automatically, without writing any code, using Zoho Flow.

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Start a new project in Forecast 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 Forecast when a new project is established 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 Forecast.
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Start a new project in Forecast whenever a new project is launched in FreshBooks

FreshBooks + Forecast

Build your own integrations between FreshBooks and Forecast

Connect FreshBooks and Forecast with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreshBooks and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment added

Triggers when a new payment is added

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Client created

Triggers when a new client is created

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

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Create invoice

Creates a new invoice

Create project

Creates a new project

Create estimate

Creates a new estimate

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 client - By ID

Fetches the details of an existing client by ID

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 email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

Add person

Adds a new person

Create client

Creates a new client

Create time registration

Creates a new time registration

Create label

Creates a new label

Create subtask

Creates a new sub task/to-do

Create project

Creates a new project

Create task

Creates a new task

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Fetch label

Fetches an existing label by name

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 Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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