Integrate FreshBooks with Freshservice

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

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Supported triggers and actions

Integrate FreshBooks and Freshservice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment added

Triggers when a new payment is added

Client created

Triggers when a new client is created

Invoice created

Triggers when a new invoice is created

Time entry added

Triggers when an new time entry is added

Estimate created

Triggers when a new estimate is created

Expense created

Triggers when a new expense is created

Project created

Triggers when a new project is created

Release created

Triggers when a new release is created

Updated ticket

Triggers when any detail of a ticket is updated

Problem created

Triggers when a new problem is created

Change updated

Triggers when any detail of a change is updated

Updated release

Triggers when any detail of a release is updated

Updated problem

Triggers when any detail of a problem is updated

Ticket created

Triggers when a new ticket is created

Asset updated

Triggers when the details of an asset is updated

Asset created

Triggers when a new asset is created

Change created

Triggers when a new change is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create project

Creates a new project

Create expense

Creates a new expense

Create client

Creates a new client

Create task

Creates a new task

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update estimate

Updates the details of an existing estimate

Update expense

Updates the details of an existing expense

Update client

Updates the details of an existing client

Update task

Updates the details of an existing task

Fetch estimate

Fetches the details of an existing estimate by number

Fetch invoice

Fetches the details of an existing invoice by number

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch client - By email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

Create change

Creates a new change

Create contract

Creates a new contract

Create requester

Creates a new requester

Create department

Creates a new department

Create ticket note

Creates a new ticket note

Create asset

Creates a new asset

Create release

Creates a new release

Create reply conversation

Creates a new reply conversation for the ticket

Create ticket

Creates a new ticket

Add device to software

Adds a new device to the specified software

Create problem

Creates a new problem

Update asset

Updates the details of an existing asset

Update problem

Updates the details of an existing problem

Update ticket

Updates the details of an existing ticket

Fetch department

Fetches the details of an existing department by its name or ID

Fetch ticket

Fetches the details of a ticket by its subject and the requester's ID/email address

Fetch asset

Fetches the details of an existing asset by either its name or ID

Fetch agent

Fetches the details of an existing agent by email or ID

Fetch asset attribute

Fetches the details of an asset type's attribute (product or vendor) by its name

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch requester

Fetches the details of an existing requester by email or 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 Freshservice?

Freshservice is cloud based IT service management software. You can collaborate with your team, make informed decisions with the analytics, and manage your problems, change, and release.

Server Monitoring

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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CEO, Lakeside CNC Group

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Harnoor Abroll

Technical and Operations Head, TruAct

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