Aero Workflow + FreshBooks Integration

If you're a small business owner who uses FreshBooks to manage your finances, you may be wondering if there's a way to automatically create a company profile in Aero Workflow whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Aero Workflow and FreshBooks!

If you're using FreshBooks and Aero Workflow to manage your work, you'll want to make sure that client-creation task are automatically created in Aero Workflow. That way, you can easily keep track of who owes you what and when they're supposed to pay!

If you are using FreshBooks, then you may want to also use Aero Workflow to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, a corresponding contact will be created in Aero Workflow.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you use FreshBooks to manage your invoice, you can also use Aero Workflow to create and manage task associated with those invoice. Creating a task in Aero Workflow will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

When you make a payment in FreshBooks, be sure to create a task in Aero Workflow! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!