Integrate FreshBooks with TeamGantt

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

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Initiate a new project in TeamGantt when a new project is established in FreshBooks

Enable seamless tracking and reporting by auto-creating projects in your project management application from accounting software. This flow will start a new project in TeamGantt whenever a new project is launched in FreshBooks.

How it works
  1. The flow triggers when a new project is created in FreshBooks.
  2. Zoho Flow creates new project in TeamGantt.
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Initiate a new project in TeamGantt when a new project is established in FreshBooks

FreshBooks + TeamGantt

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Supported triggers and actions

Integrate FreshBooks and TeamGantt 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

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 new task

Create project

Creates new project

Add checklist item

Creates a new checklist item in the specified task

Create company label

Creates a new company label

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task 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.

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

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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With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.

Ben Walwyn

CTO, Faverton

With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.

David Mallo

CTO, Infinite Solutions

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