Integrate FreshBooks with BlueFolder

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

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Create new appointments in BlueFolder for new clients in FreshBooks


Efficiently manage and attend your meetings, product demos, product deployments, and more, as soon as prospect converts to a customer. This flow will create a new appointment in BlueFolder when a new customer is added in FreshBooks.


How it works
1) A new customer is added in FreshBooks.
2) Zoho Flow creates a new appointment in BlueFolder.
Use this flow
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Create new appointments in BlueFolder for new clients in FreshBooks

FreshBooks + BlueFolder

Build your own integrations between FreshBooks and BlueFolder

Connect FreshBooks and BlueFolder with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreshBooks and BlueFolder using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Time entry added

Triggers when an new time entry is added

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

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client is created

Contract added

Triggers when a new contract is added

Service request added

Triggers when a new service request is added

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

Item added

Triggers when a new item is added

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create estimate

Creates a new estimate

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Create invoice

Creates a new invoice

Update project

Updates the details of an existing project

Update invoice

Updates the details of an existing invoice

Update expense

Updates the details of an existing expense

Update estimate

Updates the details of an existing estimate

Update task

Updates the details of an existing task

Update client

Updates the details of an existing client

Fetch invoice

Fetches the details of an existing invoice by number

Fetch estimate

Fetches the details of an existing estimate by number

Fetch client - By ID

Fetches the details of an existing client by ID

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 customer

Adds a new customer

Add service request

Adds a new service request

Create new appointment

Creates a new appointment

Create item

Creates a new item

Update service request

Updates an existing service request

Fetch customer

Fetches the details of an existing customer by ID

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 BlueFolder?

BlueFolder is a field service management solution for small to midsize businesses that helps users manage field jobs and crew across medical, manufacturing, property maintenance and IT industry.

Task Management

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

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Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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