FreshBooks + Gist Integration

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

Set up FreshBooks automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. With Gist automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Get the best of both with Integrately’s FreshBooks + Gist integration.
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Ready Workflows For FreshBooks + Gist Integration

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Create Your Own FreshBooks & Gist Integration Without Any Code

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2. Select what action you want to automate
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FreshBooks + Gist Integration
1.
  • 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

  • Gist
    Contact is created in Gist

    Triggers the automation when a new contact is created

  • Gist
    Tag is added to contact in Gist

    Triggers the automation when a tag is added

    Instant
  • Gist
    Contact is updated in Gist

    Triggers the automation when a contact is updated

  • Gist
    Subscribed to a campaign in Gist

    Triggers the automation when someone subscribes to a campaign

    Instant
  • Gist
    Unsubscribed from campaign in Gist

    Triggers the automation when any user submits form to opts out of future communications

    Instant
  • Gist
    Tag is removed from contact in Gist

    Triggers the automation when a tag is added

    Instant
  • Gist
    Performed an event in Gist

    Triggers the automation when an event is performed

    Instant
  • Gist
    Form is created in Gist

    Triggers the automation when a new form is created

  • Gist
    Campaign is created in Gist

    Triggers the automation when a new campaign is created

2.
  • 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

  • Gist
    Create or Update Contact in Gist

    Adds or update contact information

  • Gist
    Search contact in Gist

    Finds and retrieves contact information

  • Gist
    Get contact by id in Gist

    Retrieves a contact's information based on their id

  • Gist
    Add tag to an existing contact in Gist

    Adds a tag to a contact

  • Gist
    Remove tag from existing contact in Gist

    Untag the contact

  • Gist
    Subscribe to a campaign in Gist

    Subscribes to a campaign

  • Gist
    Unsubscribe from a campaign in Gist

    Removes user from the particular campaign's mailing list

  • Gist
    Search campaign in Gist

    Searches for a campaign

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Integrate FreshBooks & Gist In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

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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.

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Gist lets you automate your marketing campaigns with ease without any code or technical skills required. Make your life easier by managing customer support through live chat, surveys and smart forms on a single dashboard.

See Gist Integrations

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