Integrate FreshBooks with HighLevel
Send information between FreshBooks and HighLevel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreshBooks and HighLevel 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
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact added
Triggers when a new contact 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 user
Create a new user
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create or update contact
Creates a new contact or updates the details of an existing contact
Add workflow to contact
Adds a workflow to the specified contact
Create task
Creates a new task
Update user
Update the details of an existing user by ID
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
Fetch opportunity
Fetches the details of an existing opportunity
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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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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