Integrate FreshBooks with LiquidPlanner
Send information between FreshBooks and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in LiquidPlanner.
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
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
New or updated document
Triggers when a document is created or updated
New or updated client
Triggers when a new client is added or details of an existing client are updated
New or updated comment
Triggers when a comment is created or updated
New or updated package
Triggers when a package is added or updated
New or updated project
Triggers when a project is created or updated
New or updated task
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
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
Create a project
Creates a new project
Create folder
Creates a new folder
Create a package
Creates a new package
Create an event
Create a full day event
Create a task
Creates a new task
Create a milestone
Creates a new milestone
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.
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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 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
