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Integrate FreshBooks with Forecast
Send information between FreshBooks and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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
- The flow triggers when a new project is created in FreshBooks.
- 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
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Build your own integrations between FreshBooks and Forecast
Connect FreshBooks and Forecast with over 850+ 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
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Payment added
Triggers when a new payment is added
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Invoice created
Triggers when a new invoice is created
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Project created
Triggers when a new project is created
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Client created
Triggers when a new client 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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New task
Triggers when a new card is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New client
Triggers when a new client is created
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New time entry
Triggers when a new time entry is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New project
Triggers when a new project is created
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New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
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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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Create project
Creates a new project
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Create estimate
Creates a new estimate
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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 client - By ID
Fetches the details of an existing client by ID
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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 email address
Fetches the details of an existing client by email address
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Fetch user
Fetches the details of an existing user by email address
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Add person
Adds a new person
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Create client
Creates a new client
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Create time registration
Creates a new time registration
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Create label
Creates a new label
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Create subtask
Creates a new sub task/to-do
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Create project
Creates a new project
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Create task
Creates a new task
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Create sprint
Creates a new sprint in the selected project
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Create milestone
Creates a new milestone in the selected project
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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.
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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.
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