Integrate FreeAgent with FreshBooks

Send information between FreeAgent 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 FreeAgent

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 FreeAgent.

How it works
  1. The flow triggers when a new task is created in FreeAgent.
  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 FreeAgent

FreeAgent + FreshBooks

Build your own integrations between FreeAgent and FreshBooks

Connect FreeAgent and FreshBooks with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreeAgent and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Bill created

Triggers when a new bill is created

User created

Triggers when a new user is created

Task created

Triggers when a new task is created

Project note added

Triggers when a new note is added for the selected project

Contact created

Triggers when a new contact is created

Price list item created

Triggers when a new price list item is created

Project created

Triggers when a new project is created

Estimate created

Triggers when a new estimate is created in the selected project

Invoice created

Triggers when a new invoice is created in the selected project

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

Create journal set

Creates a new journal set

Create contact

Creates a new contact

Create credit note

Creates a new credit note

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Add invoice item

Adds a new item to an existing invoice

Create bill

Creates a new bill

Add note to contact

Adds a note to the selected contact

Create estimate

Creates a new estimate

Create project

Creates a new project

Create task

Creates a new task in the selected project

Create expenses

Creates a new expenses

Add note to project

Adds a note to the selected project

Convert to credit note

Convert a draft negative invoice to a credit note

Update credit note status

Updates the status of an existing credit note using credit note ID

Update estimate status

Updates the status of an existing estimate by ID

Update contact

Updates details of the selected contact

Email an invoice

Sends an existing invoice by invoice ID

Update task

Updates the details of an existing task

Fetch contact

Fetches details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

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 FreeAgent?

FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.

Accounting

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.

Learn more >

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