Integrate FreshBooks with LiquidPlanner

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

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Start a new project in LiquidPlanner 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 set up a new project in LiquidPlanner each time a new project is initiated 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 LiquidPlanner.
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Start a new project in LiquidPlanner whenever a new project is launched in FreshBooks

FreshBooks + LiquidPlanner

Build your own integrations between FreshBooks and LiquidPlanner

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Supported triggers and actions

Integrate FreshBooks and LiquidPlanner 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 or updated client

Triggers when a new client is added or details of an existing client are updated

New or updated task

Triggers when a task is created or updated

New or updated package

Triggers when a package is added or updated

New or updated document

Triggers when a document is created or updated

New or updated comment

Triggers when a comment is created or updated

New or updated project

Triggers when a project is created or updated

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

Create a task

Creates a new task

Create a package

Creates a new package

Create a project

Creates a new project

Create an event

Create a full day event

Create a milestone

Creates a new milestone

Create folder

Creates a new folder

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 LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

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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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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