Integrate FreshBooks with Swit

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

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Create a new project in Swit whenever a new project is created in FreshBooks

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Swit 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 project in the selected workspace in Swit.
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Create a new project in Swit whenever a new project is created in FreshBooks

FreshBooks + Swit

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Supported triggers and actions

Integrate FreshBooks and Swit 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

Task created

Triggers when a new task is created in the selected project

Idea posted

Triggers when a new idea is posted on the selected channel

Message posted

Triggers when a new message is posted on the selected channel

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 idea

Posts an idea on the selected channel

Create comment on task

Posts a comment on the selected task

Create task

Creates a task in the selected project

Create project

Creates a project in the selected workspace

Create message

Posts a message on the selected channel

Fetch project

Fetches the details of an existing project by name

Fetch task

Fetches the details of an existing task

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 Swit?

Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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