Integrate FreshBooks with Forecast
Send information between FreshBooks and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Forecast whenever a new project is launched in FreshBooks
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Forecast when a new project is established in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Forecast.
Start a new project in Forecast whenever a new project is launched in FreshBooks
FreshBooks + Forecast
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Supported triggers and actions
Integrate FreshBooks and Forecast 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
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
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 sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
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.
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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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Logic
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Custom functions
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