Integrate FreshBooks with Wrike

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

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

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will generate a new project in Wrike whenever a new project is created in FreshBooks.

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

FreshBooks + Wrike

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Supported triggers and actions

Integrate FreshBooks and Wrike 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

Folder or project created

Triggers when a new folder or project is created

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Comment added for task

Triggers when a new comment is added for a task

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task event occurred

Triggers when an event has occurred in a task

Task status updated

Triggers when the status of a task is updated

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a 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 task

Creates a new task under the selected folder or project

Fetch user

Fetches the details of an existing user

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or 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.

What is Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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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Technical and Operations Head, TruAct

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