Integrate FreshBooks with FluentCRM

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

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Connect FreshBooks and FluentCRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreshBooks and FluentCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Time entry added

Triggers when an new time entry is added

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client is created

Payment added

Triggers when a new payment is added

Project created

Triggers when a new project is created

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Contact removed from tags

Triggers when a contact removed from tags

Contact added to tags

Triggers when a contact added to tags

Contact created

Triggers when a new contact is created

Contact remove from lists

Triggers when a contact is removed from lists

Contact updated

Triggers when an existing contact is updated

Contact added to Lists

Triggers when a contact is added to lists

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create client

Creates a new client

Create expense

Creates a new expense

Create project

Creates a new project

Update estimate

Updates the details of an existing estimate

Update project

Updates the details of an existing project

Update invoice

Updates the details of an existing invoice

Update task

Updates the details of an existing task

Update client

Updates the details of an existing client

Update expense

Updates the details of an existing expense

Fetch estimate

Fetches the details of an existing estimate by number

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 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 list

Creates a new list

Create contact

Creates a new contact

Create tag

Creates a new tag

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using 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.

What is FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

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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CEO, Lakeside CNC Group

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Josh Lucas

Head of Operations, AAA Band Rentals

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