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Integrate Salesforce with FreshBooks
Send information between Salesforce and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in FreshBooks upon the addition of a task in Salesforce
Eliminate redundant work and streamline task management by creating a record in the accounting software. This flow will create a task in FreshBooks upon the addition of a task in Salesforce.
How it works
- The flow triggers when a new task is created in Salesforce.
- Zoho Flow creates a new task in FreshBooks.
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Create a task in FreshBooks upon the addition of a task in Salesforce
Salesforce + FreshBooks
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Build your own integrations between Salesforce and FreshBooks
Connect Salesforce and FreshBooks with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Case created
Triggers when a new case is created
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Contact updated
Triggers when a contact is updated
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Lead created
Triggers when a new lead is created
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Product added
Triggers when a new product is added
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Product updated
Triggers when an product is updated
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Opportunity added
Triggers when a new opportunity is added
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Task updated
Triggers when a task is updated
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Solution updated
Triggers when an solution is updated
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Opportunity updated
Triggers when an opportunity is updated
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Solution added
Triggers when a new solution is added
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Lead updated
Triggers when a lead is updated
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Order updated
Triggers when an order is updated
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Module entry added
Triggers when a new entry is added to the selected module
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Task created
Triggers when a new task is created
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Module entry updated
Triggers when a record is updated in the selected module
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Campaign updated
Triggers when a new campaign is updated
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Order created
Triggers when a new order is created
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Event created
Triggers when a new event is created
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Note created
Triggers when a new note is created
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Note updated
Triggers when a note is updated
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Account created
Triggers when a new account is created
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Case updated
Triggers when a case is updated
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Contact created
Triggers when a new contact is created
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Campaign added
Triggers when a new campaign is added
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Account updated
Triggers when an account is updated
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Event updated
Triggers when an event is updated
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Time entry added
Triggers when an new time entry is added
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Invoice created
Triggers when a new invoice is created
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Create note
Creates a new note
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Create account
Creates a new account
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Create campaign
Creates a new campaign
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Create case
Creates a new case
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create custom module entry
Creates a new entry in the selected module
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Create solution
Creates a new solution
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Create contact
Creates a new contact
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Create lead
Creates a new lead
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Create order
Creates a new order
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Create task
Creates a new task
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Create product
Creates a new product
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Update order
Updates the details of an existing order
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Update solution
Updates the details of an existing solution
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Update note
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update custom module entry
Updates the details of entry in the selected module
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Update product
Updates the details of an existing product
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Update opportunity
Updates the details of an existing opportunity
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Update case
Updates the details of an existing case
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Update contact
Updates the details of an existing contact
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Update task
Updates the details of an existing task
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Update account
Updates the details of an existing account
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Update event
Updates the details of an existing event
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Update campaign
Updates the details of an existing campaign
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Fetch product
Fetches the details of an existing product by name or ID
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Fetch lead
Fetches the details of an existing lead by name or ID
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Fetch group
Fetches the details of an existing group by name or ID
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Fetch order
Fetches the details of an existing order by number or ID
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Fetch contact
Fetches the details of an existing contact by name or email address or ID
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Fetch user
Fetches the details of an existing user by email, name or ID
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Fetch event
Fetches the details of an existing event by subject or ID
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Fetch contract
Fetches the details of an existing contract by number or ID
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Fetch case
Fetches the details of an existing case by subject or ID
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Fetch campaign
Fetches the details of an existing campaign by name or ID
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Fetch asset
Fetches the details of an existing asset by name or ID
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Fetch note
Fetches the details of an existing note by title or ID
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Fetch company
Fetches the details of an existing D&B company by name or ID
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Fetch module entry
Fetches the details of a module record entry based on the specified value
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Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
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Fetch solution
Fetches the details of an existing solution by name or ID
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Fetch opportunity
Fetches the details of an existing opportunity by name or ID
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Fetch account
Fetches the details of an existing account by name or ID
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Create task
Creates a new task
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Create project
Creates a new project
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Create expense
Creates a new expense
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Create invoice
Creates a new invoice
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Create client
Creates a new client
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Create estimate
Creates a new estimate
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Update expense
Updates the details of an existing expense
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Update task
Updates the details of an existing task
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Update client
Updates the details of an existing client
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update estimate
Updates the details of an existing estimate
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch user
Fetches the details of an existing user by email address
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Fetch client - By email address
Fetches the details of an existing client by email address
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.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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