Integrate FreshBooks with Katana
Send information between FreshBooks and Katana automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreshBooks and Katana 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
Sales order created
Triggers when a new sales order is created
Supplier created
Triggers when a new supplier is created
Product created
Triggers when a new product is created
Sales order delivered
Triggers when a sales order is delivered
Sales order packed
Triggers when a sales order status is changed to packed
Sales order updated
Triggers when the details of a sales order are updated
Purchase order created
Triggers when a new purchase order is created
Tax rate created
Triggers when a new tax rate is created
Variant created
Triggers when a new variant is created
Customer created
Triggers when a new customer 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 purchase order
Creates a new purchase order
Create supplier
Creates a new supplier
Create product
Creates a new product
Create sales order
Creates a new sales order
Create customer
Creates a new customer
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create stock transfer
Create a new stock transfer
Create tax rate
Creates a new tax rate
Create variant
Creates a new variant
Update customer
Updates the details of an existing customer
Update sales order
Updates the details of an existing sales order
Update purchase order
Updates the details of an existing purchase order
Update batch stock
Updates the details of an existing batch stock
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
Fetch inventory
Fetches the details of an existing inventory using location ID
Fetch product
Fetches the details of an existing product using ID and name
Fetch purchase order
Fetches the details of an existing purchase order using ID, order number and status
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
Fetch customer
Fetches the details of an existing customer using ID, name, or email address
Fetch location
Fetches the details of an existing location using ID and name
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.
Similar apps
What is Katana?
Katana is a manufacturing and inventory management software application for growing businesses. It allows manufacturers to get an overview of their entire business and also allows smart real-time master planning from its interface.
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Webhook triggers
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Logic
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
