Integrate Omnisend with FreshBooks

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

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Create an invoice in FreshBooks for all new orders placed in Omnisend

Reduce the administrative workload associated with manual invoice creation. This flow will create an invoice in FreshBooks every time a new order is recorded in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow creates a new invoice in FreshBooks.
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Create an invoice in FreshBooks for all new orders placed in Omnisend

Omnisend + FreshBooks

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Supported triggers and actions

Integrate Omnisend and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product added

Triggers when a new product is added

Campaign created

Triggers when a new campaign is created

Order created

Triggers when a new order 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

Add product

Adds a new product

Create order

Creates a new order

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Update order

Updates the details of an existing order

Update product

Updates the details of an existing product

Fetch contact

Fetches the details of an existing contact

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 Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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