CleverReach + FreshBooks Integration

Connect CleverReach to FreshBooks - Automate your workflows in 1-click

Set up CleverReach automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Set up FreshBooks automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Combine the benefits of both with Integrately’s CleverReach + FreshBooks integration.
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CleverReach + FreshBooks Integration
1.
  • CleverReach
    Subscriber is created in the list in CleverReach

    Triggers the automation when a subscriber is added to the list

  • CleverReach
    Subscriber is unsubscribed from list in CleverReach

    Triggers the automation when a subscriber opts out from a particular list

  • FreshBooks
    Invoice is created in FreshBooks

    Triggers the automation when any invoice is added or modified

    Instant
  • FreshBooks
    Invoice is updated in FreshBooks

    Triggers the automation when an invoice is updated

    Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks

    Triggers the automation when a particular action in the workflow fails

  • FreshBooks
    Client is created in FreshBooks

    Triggers the automation when a new client is created

    Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks

    Triggers the automation when payment is attempted against an invoice

    Instant
  • FreshBooks
    Project is created in FreshBooks

    Triggers the automation when a new project is created

    Instant
  • FreshBooks
    Project is updated in FreshBooks

    Triggers the automation when a project is updated

    Instant
  • FreshBooks
    Estimate is created in FreshBooks

    Triggers the automation when a new estimate is created

    Instant
  • FreshBooks
    Estimate is updated in FreshBooks

    Triggers the automation when any estimate is modified

    Instant
  • FreshBooks
    Time Entry is created in FreshBooks

    Triggers the automation when a new time entry is created

    Instant
  • FreshBooks
    Staff Member is created in FreshBooks

    Triggers the automation when a new staff member is added

2.
  • CleverReach
    Add subscriber in CleverReach

    Adds a new contact to your subscriber list

  • CleverReach
    Activate subscriber in CleverReach

    Activates a subscriber

  • CleverReach
    Search subscriber in CleverReach

    Look up and retrieve subscriber information

  • CleverReach
    Update subscriber in CleverReach

    Updates subscriber information

  • CleverReach
    Unsubscribe email in CleverReach

    Removes email address from mailing list

  • CleverReach
    Add order item in CleverReach

    Adds new item to order list

  • FreshBooks
    Create invoice in FreshBooks

    Generates invoices for sales transactions

  • FreshBooks
    Send invoice in FreshBooks

    Generates and send invoices to clients

  • FreshBooks
    Update invoice in FreshBooks

    Updates invoice details based on new information

  • FreshBooks
    Search invoice in FreshBooks

    Locates and retrieves invoices with

  • FreshBooks
    Create client in FreshBooks

    Generates a new client profile

  • FreshBooks
    Search customer in FreshBooks

    Locates and retrieves customer information

  • FreshBooks
    Update client in FreshBooks

    Updates client information

  • FreshBooks
    Create time entry in FreshBooks

    Creates a new time entry without manual input

  • FreshBooks
    Add payment to invoice in FreshBooks

    Adds payment details to the invoice upon receiving a payment

  • FreshBooks
    Create other income in FreshBooks

    Records other income

  • FreshBooks
    Get customer by id in FreshBooks

    Retrieves customer information based on their id

  • FreshBooks
    Create expense in FreshBooks

    Generates a new expense record

  • FreshBooks
    Create estimate in FreshBooks

    Adds a new contact to the contact list

  • FreshBooks
    Create project in FreshBooks

    Creates a new project

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Integrate CleverReach & FreshBooks In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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

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CleverReach provides complete email marketing capabilities, including creation and delivery of targeted emails. It's easy to use, affordable and flexible enough for every business, small or large.

See CleverReach Integrations
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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

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