FreshBooks + Freshservice Integration

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Create Your Own FreshBooks & Freshservice Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in FreshBooks
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in FreshBooks
Triggers the automation whenever an invoice is updated
Instant
Filtered Invoice is created in FreshBooks
Triggers the automation whenever a particular action in the workflow fails
Client is created in FreshBooks
Triggers the automation whenever a new client is created
Instant
Invoice Payment is created in FreshBooks
Triggers the automation whenever payment is attempted against an invoice
Instant
Project is created in FreshBooks
Triggers the automation whenever a new project is created
Instant
Project is updated in FreshBooks
Triggers the automation whenever a project is updated
Instant
Estimate is created in FreshBooks
Triggers the automation whenever a new estimate is created
Instant
Estimate is updated in FreshBooks
Triggers the automation whenever any estimate is modified
Instant
Time Entry is created in FreshBooks
Triggers the automation whenever a new time entry is created
Instant
Staff Member is created in FreshBooks
Triggers the automation whenever a new staff member is added
Ticket is created in Freshservice
Triggers the automation whenever a new ticket is created
Ticket is updated in Freshservice
Triggers the automation whenever a ticket is modified
Requester is created in Freshservice
Triggers the automation whenever a new requester is created
Requester is updated in Freshservice
Triggers the automation whenever a requester is updated

Create invoice in FreshBooks
Automatically generates invoices for sales transactions
Send invoice in FreshBooks
Automatically generates and send invoices to clients
Update invoice in FreshBooks
Automatically updates invoice details based on new information
Search invoice in FreshBooks
Automatically locate and retrieve invoices with
Create client in FreshBooks
Automatically generates a new client profile
Search customer in FreshBooks
Automatically locate and retrieve customer information
Update client in FreshBooks
Automatically updates client information
Create time entry in FreshBooks
Automatically creates a new time entry without manual input
Add payment to invoice in FreshBooks
Automatically adds payment details to the invoice upon receiving a payment
Create other income in FreshBooks
Automatically records other income
Get customer by id in FreshBooks
Automatically retrieves customer information based on their ID
Create expense in FreshBooks
Automatically generates a new expense record
Create estimate in FreshBooks
Automatically adds a new contact to the contact list
Create project in FreshBooks
Automatically creates a new project
Create ticket in Freshservice
Automatically generates a new ticket
Create requester in Freshservice
Automatically generates new requester profiles with particular parameters
Get requester by ID in Freshservice
Automatically retrieves a requester's information using their unique ID
Get agent by ID in Freshservice
Get group by ID in Freshservice
Automatically retrieves a group by its ID

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

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

Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.

See Freshservice Integrations