Integrate FreshBooks with Simplicate
Send information between FreshBooks and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Simplicate each time a new project is initiated in FreshBooks
Enable seamless tracking and reporting by auto-creating projects in your business process management platform from accounting software. This flow will start a new project in Simplicate whenever a new project is launched in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Simplicate.
Set up a new project in Simplicate each time a new project is initiated in FreshBooks
FreshBooks + Simplicate
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Supported triggers and actions
Integrate FreshBooks and Simplicate 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
Employee added
Triggers when a new employee is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Organization created
Trigger when a new organization is created
Sale recorded
Triggers when a new sale is recorded
Person added
Trigger when a new person is added
Contact person added
Triggers when a new contact person is added
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
Add person
Adds a new person
Create invoice
Creates a new invoice
Create project
Creates a new project
Add leave
Adds a new leave for an employee
Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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