Integrate FreshBooks with Forecast
Send information between FreshBooks and Forecast automatically, without writing any code, using Zoho Flow.
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Start a new project in Forecast whenever a new project is launched in FreshBooks
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Forecast when a new project is established in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Forecast.
Start a new project in Forecast whenever a new project is launched in FreshBooks
FreshBooks + Forecast
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Supported triggers and actions
Integrate FreshBooks and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Payment added
Triggers when a new payment is added
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Time entry added
Triggers when an new time entry is added
Client created
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
Create client
Creates a new client
Create task
Creates a new task
Create expense
Creates a new expense
Create estimate
Creates a new estimate
Create project
Creates a new project
Create invoice
Creates a new invoice
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
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 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 time registration
Creates a new time registration
Add person
Adds a new person
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Create project
Creates a new project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by 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.
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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, Faverton
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Director of Operations and Sales, Zecomy
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
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CTO, Innoliving
