Integrate FreshBooks with Hub Planner
Send information between FreshBooks and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Hub Planner whenever a new project is launched in FreshBooks
Reduce discrepancies between accounting software and project management software by auto-syncing project details. This flow will set up a new project in Hub Planner each time a new project is initiated in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Hub Planner.
Start a new project in Hub Planner whenever a new project is launched in FreshBooks
FreshBooks + Hub Planner
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Supported triggers and actions
Integrate FreshBooks and Hub Planner 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 or updated resource
Triggers when a resource is created or updated
New or updated time entry
Triggers when a time entry is created or updated
New or updated project
Triggers when a project is created or updated
New booking
Triggers when a new booking is created
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 resource
Creates a new resource
Create time entry
Creates a new time entry in the selected project
Create project
Creates a new project
Fetch project
Fetches a project by its unique ID
Fetch time entry
Fetches a time entry by its unique ID
Fetch resource
Fetches a resource by its unique ID
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 Hub Planner?
Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.
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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 >Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.
Dr. Hoàng Anh Tuấn
Deputy Head of Training, Lakeside CNC Group
Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
Ramakrishna Karolla
Founder and CEO, QPayPro
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
Hugo Garcia
CEO, Roofing solutions company (Moriarty's Roofing)
