Integrate FreshBooks with Asana

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

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Set up a new project in Asana each time a new project is initiated in FreshBooks

Enable seamless tracking and reporting by auto-creating projects in your project management software from accounting software. This flow will start a new project in Asana whenever a new project is launched in FreshBooks.

How it works
  1. The flow triggers when a new project is created in FreshBooks.
  2. Zoho Flow creates a new project in the selected team in Asana.
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Set up a new project in Asana each time a new project is initiated in FreshBooks

FreshBooks + Asana

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Supported triggers and actions

Integrate FreshBooks and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Time entry added

Triggers when an new time entry is added

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense is created

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

Client created

Triggers when a new client is created

Subtask created

Triggers when a new subtask is created

User added

Triggers when a new user is added in the selected workspace

Task or subtask created

Triggers when a new task or subtask is created

Task completed

Triggers when an existing task is completed

Task or subtask updated

Triggers when the details of an existing task or subtask are updated

Task tagged

Triggers when a task is tagged in the selected project

Team created

Triggers when a team is created in the selected organization

Tag added

Triggers when a new tag is added in the selected workspace

Task section changed

Triggers when a change is made to a task section

Project updated

Triggers when the details of an existing project are updated

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Workspace or organization created

Triggers when a new workspace or organization is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create project

Creates a new project

Create expense

Creates a new expense

Create invoice

Creates a new invoice

Create client

Creates a new client

Create estimate

Creates a new estimate

Update expense

Updates the details of an existing expense

Update task

Updates the details of an existing task

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 estimate

Updates the details of an existing estimate

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch invoice

Fetches the details of an existing invoice by number

Fetch estimate

Fetches the details of an existing estimate by number

Fetch user

Fetches the details of an existing user by email address

Fetch client - By email address

Fetches the details of an existing client by email address

Create subtask

Creates a new subtask under the specified task

Create project in workspace

Creates a new project in the selected workspace

Add task to section

Adds a new task to the specified section

Create task

Creates a new task in the selected project

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create story

Creates a new story for the specified task

Create project from template

Creates a new project from the selected template

Create task in project

Creates a new task with custom fields in the selected project

Create project in team

Creates a new project in the selected team

Update project

Updates the details of an existing project

Update task in project

Updates the details (include custom fields) of an existing task

Update task

Updates the details of an existing task

Fetch task

Fetches a task by its GID

Fetch user

Fetches the details of an existing user by email

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

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 Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

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

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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