Integrate FreshBooks with Insightly

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

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Add new FreshBooks clients to Insightly as new contacts

Once you set up this flow, a new contact is created in Insightly for every client that you add in FreshBooks, allowing you to bypass manual data entry for new customers to your CRM system.

How it works

1. A new client is added in FreshBooks.  

2. Zoho Flow adds a corresponding contact in Insightly.

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Add new FreshBooks clients to Insightly as new contacts

FreshBooks + Insightly

Build your own integrations between FreshBooks and Insightly

Connect FreshBooks and Insightly 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 Insightly 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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

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 Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

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 Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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.

Learn more >

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Technical Engineer, Master Liveaboards

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