Invoices, expenses, clients, payments, time tracking, reports
Accounting & Finance 12 actions OAuth 2.0 (sign in to authorise)
Start automating FreshBooksDrag any of these 12 actions into a process — no code, no API wrangling.
Create a new client
Create a new expense
Create a new invoice
Record a payment
Get client details by ID
Get invoice details by ID
List all clients
List all expenses
List all invoices
List all payments
List all time entries
Send an invoice to the client
FreshBooks uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.
Drop FreshBooks steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because FreshBooks has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working FreshBooks automation in your business inside a week, at a fixed price.