Integrate FreshBooks with Shortcut
Send information between FreshBooks and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Shortcut each time a new project is initiated in FreshBooks
Enable seamless tracking and reporting by auto-creating projects in your project management solution from accounting software. This flow will initiate a new project in Shortcut 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 Shortcut.
Set up a new project in Shortcut each time a new project is initiated in FreshBooks
FreshBooks + Shortcut
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Supported triggers and actions
Integrate FreshBooks and Shortcut 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
Comment added
Triggers when a new comment is added
Milestone created
Triggers when a new milestone is created
Project created
Triggers when a new project is created
Epic created
Triggers when a new epic is created
Story created
Triggers when a new story is created in a project
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 epic
Creates a new epic
Create comment
Creates a new comment in a selected story
Create team
Creates a new team
Create milestone
Creates a new milestone
Create project
Creates a new project
Create iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Create label
Creates a new label
Create category
Creates a new category
Update team
Update details of an existing team
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update label
Updates the details of an existing label
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using ID
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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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