Integrate FreshBooks with Todoist
Send information between FreshBooks and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Todoist whenever a new project is launched in FreshBooks
Reduce discrepancies between accounting software and task management tool by auto-syncing project details. This flow will set up a new project in Todoist 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 Todoist.
Start a new project in Todoist whenever a new project is launched in FreshBooks
FreshBooks + Todoist
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Supported triggers and actions
Integrate FreshBooks and Todoist 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
Incomplete task added
Triggers when an incomplete task is added to the selected project
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section is added
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Project created
Triggers when a new project is created
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
Add comment to task
Adds a comment to a task
Add comment to project
Adds a comment to a project
Create project
Creates a new project
Invite user to project
Invites a user to a project by email
Create task
Creates a new task
Mark task as incomplete
Marks the specified task as incomplete
Move task
Moves the specified task to the selected project
Mark task as completed
Marks the specified task as completed
Archive project
Archives the specified project
Update task
Updates the details of an existing task
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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Learn more >Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Technical Engineer, Master Liveaboards
