FreshBooks + Guru Integration

Integrate FreshBooks to Guru in one click, or tell Integrately AI how you want each client handled. Document client details, create knowledge cards, update your boards, and keep your teams aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
  • Guru
    Card is Created in Guru Instant
  • Guru
    Card is Updated in Guru Instant
  • Guru
    Card is Archived in Guru Instant
  • Guru
    Card is Unfavorited in Guru Instant
  • Guru
    Card is Viewed in Guru Instant
  • Guru
    Card is Verified in Guru Instant
  • Guru
    Card Comment is Created in Guru Instant
  • Guru
    Card Content is Copied in Guru Instant
  • Guru
    Card is Favorited in Guru Instant
  • Guru
    Collection is Created in Guru Instant
  • Guru
    User Added to Group in Guru Instant
  • Guru
    Group is Created in Guru Instant
  • Guru
    Board is Created in Guru Instant
  • Guru
    Tag is Created in Guru Instant
  • Guru
    Card Link is Copied in Guru Instant
Arrow Right
2.
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks
  • Guru
    Create Card in Guru
  • Guru
    Search Card in Guru
  • Guru
    Archive Card in Guru
  • Guru
    Create PDF From Guru Card ID in Guru
  • Guru
    Create Group in Guru

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Ready Workflows Ready Workflows for FreshBooks + Guru Integration

Document new clients, update knowledge cards, organise collections, and keep your teams aligned, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FreshBooks + Guru flow

Sync client documentation with your CRM, messaging tools, and task managers to keep every department updated. Pick a combination and activate it in one click.

FreshBooks
Guru
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
AsanaAsana (8)
+
StripeStripe (8)
F
G
S
Add every new FreshBooks client to Guru as a card, and notify your team instantly on Slack.
New FreshBooks clients appear in Guru as a knowledge card and your team hears about it on Slack, so nobody misses client updates.
F
G
S
When a new FreshBooks project is created, create a Guru card and post an update in Slack.
FreshBooks projects instantly generate Guru cards and notify your channel in Slack, keeping project documentation current.
F
G
S
When an invoice is updated in FreshBooks, archive the matching Guru card and notify your team in Slack.
Updated FreshBooks invoices automatically archive obsolete Guru cards and alert your team on Slack.
F
G
S
When an estimate is created in FreshBooks, create a Guru card and alert your sales channel in Slack.
FreshBooks estimates generate new Guru cards and notify your sales channel in Slack for quick review.
F
G
S
If a filtered invoice is created in FreshBooks, create a Guru card and alert the finance channel in Slack.
Specific FreshBooks invoices create designated Guru cards and notify your finance team on Slack.
F
G
S
When an invoice payment is created in FreshBooks, archive the related Guru card and post in Slack.
Paid FreshBooks invoices automatically archive active Guru cards and update your team on Slack.
F
G
S
Use Claude to summarise every new FreshBooks invoice, create a Guru card, and post the brief in Slack.
Claude generates structured summaries of new FreshBooks invoices, saves them as Guru cards, and alerts Slack.
F
G
H
S
When a FreshBooks client is created, create a Guru card, create a HubSpot contact, and notify Slack.
New FreshBooks clients update Guru, populate HubSpot, and trigger a notification in Slack simultaneously.

Supported triggers and actions for FreshBooks and Guru

Mix and match to build the exact automation you need

FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
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Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
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Create client in FreshBooks
Generates a new client profile
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Search customer in FreshBooks
Locates and retrieves customer information
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Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
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Create expense in FreshBooks
Generates a new expense record
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Create estimate in FreshBooks
Adds a new contact to the contact list
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Create project in FreshBooks
Creates a new project
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Guru
Guru Triggers & Actions
Instant
Card is Created in Guru
Triggers the automation when a card is archived
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Instant
Card is Updated in Guru
Triggers the automation when a card is updated
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Instant
Card is Archived in Guru
Triggers the automation when a card is archived
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Instant
Card is Unfavorited in Guru
Triggers the automation when a card is removed from favorites
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Instant
Card is Viewed in Guru
Triggers the automation when a card is viewed by anyone
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Instant
Card is Verified in Guru
Triggers the automation when a card is verified
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Instant
Card Comment is Created in Guru
Triggers the automation when a new comment is added to a card
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Instant
Card Content is Copied in Guru
Triggers the automation when a card is duplicated
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Instant
Card is Favorited in Guru
Triggers the automation when a card is marked as favorite
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Instant
Collection is Created in Guru
Triggers the automation when a new event or workout session is scheduled
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Instant
User Added to Group in Guru
Triggers the automation when a user is added to a group
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Instant
Group is Created in Guru
Triggers the automation when a new group is created
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Instant
Board is Created in Guru
Triggers the automation when a new board is created
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Instant
Tag is Created in Guru
Triggers the automation when a tag is added
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Instant
Card Link is Copied in Guru
Triggers the automation when the link of a card is copied
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Create Card in Guru
Generates a new card for a task
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Search Card in Guru
Searches for a card
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Archive Card in Guru
Move card to an archive section for future reference
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Create PDF From Guru Card ID in Guru
Generates a pdf document from input data
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Create Group in Guru
Creates a new group based on particular criteria
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What can you automate with FreshBooks + Guru?

Connect FreshBooks and Guru to streamline client documentation, project tracking, and knowledge management.

What you can automate?
📑
Create Guru cards from new FreshBooks clients
Automatically generate a knowledge card in Guru whenever a new client is registered in FreshBooks, ensuring your team has instant access to client profiles.
📋
Capture every submitted client and project field
Map available FreshBooks invoice, client, and project attributes into separate Guru card sections rather than basic notes, keeping your documentation thorough.
🔔
Notify your team as soon as events happen
Alert team members on Slack or email the moment new invoices, estimates, or client profiles are created in FreshBooks.
🔀
Route records based on submitted invoice criteria
Create Guru cards in specific collections or assign tasks depending on the specific billing amount or client tier submitted in FreshBooks.
🔄
Keep knowledge cards updated as projects change
Automatically update existing Guru cards whenever project scopes, client details, or invoice statuses are modified in FreshBooks.
🔍
Search and update instead of creating duplicates
Check for existing Guru cards before creating new ones, updating current records to keep your knowledge base clean and organised.
💰
Handle later billing and payment status changes
Archive active Guru cards or update records automatically when invoice payments are completed or estimates are accepted in FreshBooks.
🌐
Extend your workflow to third-party tools
Connect FreshBooks and Guru triggers to auxiliary apps like Slack, HubSpot, or Asana to build comprehensive multi-step operational pipelines.
And much more...

Who is FreshBooks + Guru integration for?

Accounting teams, project managers, and operations leaders eliminate manual documentation gaps by keeping FreshBooks and Guru synchronised.

Finance Managers
Finance Managers
Project Managers
Project Managers
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Operations Coordinators
Operations Coordinators
Business Analysts
Business Analysts
📈
Finance Managers
You're managing billing data in FreshBooks but your knowledge base only updates when someone manually documents new clients, so the financial reports you're reviewing are always missing context — this integration means every new client and invoice populates Guru instantly and your team data stays current.
Project Managers
You need to kick off new projects immediately upon creation in FreshBooks, but manual documentation delays team awareness — with this integration, every new project generates a Guru card instantly and your team gets notified without delay.
🤝
Account Managers
You answer to clients who expect up-to-date documentation regarding their estimates and invoices, but finding records across systems slows you down — automating both apps means every invoice and estimate event updates your Guru workspace automatically.
📊
Customer Support Leads
The volume of new clients and active projects is too high for anyone to keep knowledge bases updated by hand, leading to missing client records — connecting these apps means every FreshBooks client record is documented in Guru without manual entry.
⚙️
Operations Coordinators
You own the onboarding workflow and depend on upstream billing events to trigger documentation, but manual handoffs cause bottlenecks — automating both apps means your knowledge base updates the moment FreshBooks records change.
🗂️
Business Analysts
You need a reliable history of financial events and client interactions, but keep finding gaps caused by missed documentation steps — this integration means every FreshBooks event is captured as a structured Guru card with zero omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate FreshBooks + Guru

Build and manage your FreshBooks + Guru automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FreshBooks + Guru with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Guru?
Frequently Asked Questions
You can connect FreshBooks to Guru in 1-click using ready-made templates on Integrately or ask Integrately AI to build the automation for you. Simply select your triggers, map your fields, and activate your workflow alongside popular tools like Slack, HubSpot, and Gmail.
Can I automatically create Guru cards when new FreshBooks clients are added?
Frequently Asked Questions
Can I connect FreshBooks, Guru, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Guru?
Frequently Asked Questions
How does FreshBooks handle client and invoice data during automation?
Frequently Asked Questions
Can Guru cards be updated when FreshBooks projects change?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Guru?
Frequently Asked Questions
Is the FreshBooks and Guru integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect FreshBooks or Guru With 1500+ Other Apps

FreshBooks
Popular FreshBooks Integrations
Connect FreshBooks with accounting, payment, and CRM tools to streamline billing and financial tracking.
Guru
Popular Guru Integrations
Sync Guru with messaging, project management, and customer support platforms to keep knowledge accessible everywhere.
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