Circle + FreshBooks Integration

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Popular Circle + FreshBooks Workflows

Create FreshBooks client for new Circle contact

In order to keep your accounting and customer records in sync, when you create a contact in Circle, this automation will automatically create a client in FreshBooks.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Circle and FreshBooks!

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Create Circle contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use Circle 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 Circle.

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?

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Create Your Own Circle & FreshBooks Integration Without Any Code

Create Custom Workflow

Space is created in Circle
Member is added in Circle
Member is tagged in Circle
Comment is added in Circle
Post is created in Circle
Member charge is paid in Circle
Community is created in Circle
Member charge is refunded in Circle
Subscription is active in Circle
Subscription is canceled in Circle
Subscription is past due in Circle
Trial subscription is created in Circle
Invoice is created in FreshBooks Instant
Invoice is updated in FreshBooks Instant
Filtered Invoice is created in FreshBooks
Client is created in FreshBooks Instant
Invoice Payment is created in FreshBooks Instant
Project is created in FreshBooks Instant
Project is updated in FreshBooks Instant
Estimate is created in FreshBooks Instant
Estimate is updated in FreshBooks Instant
Time Entry is created in FreshBooks Instant
Staff Member is created in FreshBooks

Invite a member in Circle
Add member to space group in Circle
Add member to space in Circle
Remove member from space in Circle
Remove member from your community in Circle
Remover member from space group in Circle
Get member by id in Circle
Create a post in Circle
Tag a community member in Circle
Create event in Circle
Send direct message in Circle
Search Member in Circle
Untag community member in Circle
Update member in Circle
RSVP member to event in Circle
Start group chat in Circle
Update event in Circle
Remove member from event in Circle
Search member has a specific member tag assigned in Circle
Search member of space group in Circle
Create comment in Circle
Create invoice in FreshBooks
Send invoice in FreshBooks
Update invoice in FreshBooks
Search invoice in FreshBooks
Create client in FreshBooks
Search customer in FreshBooks
Update client in FreshBooks
Create time entry in FreshBooks
Add payment to invoice in FreshBooks
Create other income in FreshBooks
Get customer by id in FreshBooks
Create expense in FreshBooks
Create estimate in FreshBooks
Create project in FreshBooks

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You Can Also Connect Circle or FreshBooks With 1200+ Other Apps

Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so

See Circle Integrations

FreshBooks has everything your business needs to get paid, stay organized and grow. From invoicing to tracking time and expenses, FreshBooks is your all-in-one accounting software.

See FreshBooks Integrations