

Integrate Wealthbox CRM with FreshBooks
Send information between Wealthbox CRM and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a task in FreshBooks upon the addition of a task in Wealthbox CRM
Track the time spent on each task by creating a record in your accounting software. This flow will create a task in FreshBooks as soon as a task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in FreshBooks.


Create a task in FreshBooks upon the addition of a task in Wealthbox CRM
Wealthbox CRM + FreshBooks

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Supported triggers and actions
Integrate Wealthbox CRM and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

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
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

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
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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