Formstack Forms + FreshBooks Integration

Connect Formstack Forms to FreshBooks - Automate your workflows in 1-click

With Formstack Forms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Set up FreshBooks automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s Formstack Forms + FreshBooks integration.

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Ready Workflows For Formstack Forms + FreshBooks Integration

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Create FreshBooks client for new Formstack Forms response

Formstack Forms + FreshBooks Integration

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Create Your Own Formstack Forms & FreshBooks Integration Without Any Code

1. Select when the automation is executed

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Formstack Forms + FreshBooks Integration

Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Instant
Form is added in Formstack Forms
Triggers the automation when a new form is added
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
Instant
Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
Client is created in FreshBooks
Triggers the automation when a new client is created
Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
Instant
Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added

Create submission for a form in Formstack Forms
Generates a new form submission
Create invoice in FreshBooks
Generates invoices for sales transactions
Send invoice in FreshBooks
Generates and send invoices to clients
Update invoice in FreshBooks
Updates invoice details based on new information
Search invoice in FreshBooks
Locates and retrieves invoices with
Create client in FreshBooks
Generates a new client profile
Search customer in FreshBooks
Locates and retrieves customer information
Update client in FreshBooks
Updates client information
Create time entry in FreshBooks
Creates a new time entry without manual input
Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
Create other income in FreshBooks
Records other income
Get customer by id in FreshBooks
Retrieves customer information based on their id
Create expense in FreshBooks
Generates a new expense record
Create estimate in FreshBooks
Adds a new contact to the contact list
Create project in FreshBooks
Creates a new project

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Integrate Formstack Forms & FreshBooks In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Formstack Forms or FreshBooks With 1200+ Other Apps

If you're tired of filling out the same old boring forms, Formstack is the answer. With dozens of form templates to choose from, you can collect data your way..

See Formstack Forms 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