FreshBooks and Salesflare

Small business accounting software.

Accounting Accounting & Invoicing freshbooks.com ↗

How to connect FreshBooks

Via Zapier — 56 operations available. Set it up ↗
Via Make — 20 modules available. Set it up ↗

What you can automate

When new Client in FreshBooks, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in FreshBooks, create opportunity in Salesflare.
When new Invoice in FreshBooks, create opportunity, then find or create contact in Salesflare.
When new Credit Note in FreshBooks, create internal note in Salesflare.
When new Filtered Invoice in FreshBooks, create opportunity, then find or create contact in Salesflare.
When new Staff Member in FreshBooks, find or create contact in Salesflare.

About FreshBooks

Freshbooks is one of the most popular online accounting apps, redesigned to make billing and accounting easy for anyone. Send invoices, track expenses and time spent on projects, and manage your clients all in one place.

FreshBooks operations on Zapier

Triggers (17)

Start a workflow when this happens

New Bill — Triggers when a new bill is created.
New Client — Triggers when a new client is created.
New Credit Note — Triggers when a new credit note is created.
New Estimate — Triggers when a new estimate is created.
New Expense — Triggers when a new expense is created.

Show 12 more triggers

New Filtered Invoice — Triggers when a new invoice thats meets the condition is created.
New Invoice — Triggers when a new invoice is created.
New Invoice Payment — Triggers when a new invoice payment is created.
New Project — Trigger when a new project is created.
New Staff Member — Triggers when a new staff member completes their profile from the email they receive.
New Time Entry — Trigger when a new time entry is created.
New Vendor — Triggers when a new vendor is created.
Updated Bill — Triggers when a bill is updated.
Updated Estimate — Triggers when an estimate is updated.
Updated Invoice — Triggers when an invoice is updated.
Updated Project — Triggers when a project is updated.
Updated Vendor — Triggers when a vendor is updated.

Actions (32)

Things Salesflare can make it do

Add Payment to Invoice — Adds payment to invoice.
Create Bill — Creates a new bill.
Create Checkout Link — Creates a checkout link.
Create Client — Creates a new client.
Create Credit Note — Creates a create note.

Show 27 more actions

Create Estimate — Creates a new estimate.
Create Expense — Creates new expense.
Create Invoice — Creates an Invoice.
Create Invoice PDF — Creates a PDF of an Invoice.
Create Other Income — Creates other income (i.e., income that doesn't require an invoice and is received through other means).
Create Project — Creates new project.
Create Recurring Invoice — Creates a new recurring invoice.
Create Time Entry — Creates new time entry.
Create Vendor — Creates a Vendor.
Create or Update Client — Updates an existing client based on email. Optionally create a client if one is not found with matching email.
Create or Update Invoice — Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.
Delete Checkout Link — Deletes a checkout link for an item or service.
Find or Create Bill — Find a bill, or create one if it is not found.
Find or Create Client — Find a client, or create one if it is not found.
Find or Create Credit Note — Find a credit note, or create one if it is not found.
Find or Create Estimate — Find an estimate, or create one if it is not found.
Find or Create Invoice — Find an invoice, or create one if it is not found.
Find or Create Project — Find a project, or create one if it is not found.
Find or Create Vendor — Find a vendor, or create one if it is not found.
Send Estimate — Sends an estimate by email.
Send Invoice — Sends an invoice to the email for the invoice client.
Update Bill — Updates an existing bill.
Update Checkout Link — Updates an existing checkout link.
Update Credit Note — Updates a credit note.
Update Estimate — Updates an estimate.
Update Time Entry — Updates a time entry.
Update Vendor — Updates a Vendor.

Searches (7)

Look up existing records

Find Bill — Finds an existing bill.
Find Client — Finds an existing client.
Find Credit Note — Finds an existing credit note.
Find Estimate — Finds an estimate.
Find Invoice — Finds an existing invoice.

Show 2 more searches

Find Project — Finds an existing project.
Find Vendor — Finds an existing vendor.

FreshBooks operations on Make

Actions (14)

Things Salesflare can make it do

Create a Client — Creates a client.
Create a Service — Creates a service.
Create an Estimate — Creates estimates.
Create an Expense — Creates a new expense. Allows to attach a file to the expense.
Create an Invoice — Creates a new invoice.