FreshBooks

FreshBooks Integration

Invoices, expenses, clients, payments, time tracking, reports

Accounting & Finance 12 actions OAuth 2.0 (sign in to authorise)

Start automating FreshBooks

What you can automate with FreshBooks

Drag any of these 12 actions into a process — no code, no API wrangling.

Create Client

Create a new client

Create Expense

Create a new expense

Create Invoice

Create a new invoice

Create Payment

Record a payment

Get Client

Get client details by ID

Get Invoice

Get invoice details by ID

List Clients

List all clients

List Expenses

List all expenses

List Invoices

List all invoices

List Payments

List all payments

List Time Entries

List all time entries

Send Invoice

Send an invoice to the client

How the FreshBooks connection works

1. Authenticate

FreshBooks uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop FreshBooks steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

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.

Other Accounting & Finance connectors

Automate FreshBooks in 7 days

We build one working FreshBooks automation in your business inside a week, at a fixed price.