Integrate FreshBooks with Workstack
Send information between FreshBooks and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Workstack whenever a new project is created in FreshBooks
Enable seamless tracking and reporting by auto-creating projects in your project management tool from accounting software. This flow will initiate a new project in Workstack 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 Workstack.
Create a new project in Workstack whenever a new project is created in FreshBooks
FreshBooks + Workstack
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Supported triggers and actions
Integrate FreshBooks and Workstack 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 todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New project
Triggers when a new project 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 todo
Creates a new todo in the selected project
Create project
Creates a new project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected project
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.
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
