Integrate FreshBooks with Zoho Marketing Automation

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

Build your own integrations between FreshBooks and Zoho Marketing Automation

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Supported triggers and actions

Integrate FreshBooks and Zoho Marketing Automation using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

All Actions - Actions are the automated tasks

Create expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Create invoice

Creates a new invoice

Create project

Creates a new project

Create estimate

Creates a new estimate

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 client - By ID

Fetches the details of an existing client by ID

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 email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

Add lead score

Adds lead score for the specified email address

Add lead to journey

Adds the specified lead to a journey

Clone campaign

Clones an existing campaign

Create or update lead

Creates a new lead or updates the details of an existing lead

Create list

Creates a new list

Tag lead

Adds the specified tag to a lead

Send email campaign

Sends an existing email campaign

Create lead tag

Creates a new lead tag

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Untag lead

Removes the specified tag from a lead

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

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 Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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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