Integrate Firmao with FreshBooks

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

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Create a task in FreshBooks as soon as a task is created in Firmao

Track the time spent on each task by creating a record in your accounting software. This flow will create a task in FreshBooks upon the addition of a task in Firmao.

How it works
  1. The flow triggers when a new task is created in Firmao.
  2. Zoho Flow creates a new task in FreshBooks.
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Create a task in FreshBooks as soon as a task is created in Firmao

Firmao + FreshBooks

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Supported triggers and actions

Integrate Firmao and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Task created

Triggers when a new task is created

Expense created

Triggers when a new expense is created

Time entry added

Triggers when an new time entry is added

Estimate created

Triggers when a new estimate is created

Payment added

Triggers when a new payment is added

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client is created

All Actions - Actions are the automated tasks

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

Create project

Creates a new project

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Create estimate

Creates a new estimate

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Update client

Updates the details of an existing client

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

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 ID

Fetches the details of an existing client by ID

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

What is Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

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.

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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Technical Engineer, Master Liveaboards

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