Invoice Ninja + FreshBooks Integration

Connect Invoice Ninja to FreshBooks - Automate your workflows in 1-click

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. 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 Invoice Ninja + FreshBooks integration.
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Invoice Ninja + FreshBooks Integration

Create FreshBooks client from new Invoice Ninja client

Invoice Ninja can be integrated with FreshBooks to help you manage your invoicing and finances. When a new client is created in Invoice Ninja, a corresponding client record should be created in FreshBooks.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Invoice Ninja and FreshBooks accounts with Integrately.
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Activate
FreshBooks + Invoice Ninja Integration

Create Invoice Ninja task for new FreshBooks client

With the growth of FreshBooks, many companies are looking for ways to connect their FreshBooks account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Invoice Ninja every time a client is created in FreshBooks.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Activate
FreshBooks + Invoice Ninja Integration

Create Invoice Ninja client for new FreshBooks client

If you are using FreshBooks, then you may want to also use Invoice Ninja to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, a corresponding client will be created in Invoice Ninja.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Activate
FreshBooks + Invoice Ninja Integration

Create Invoice Ninja task for new FreshBooks invoice

If you use FreshBooks to manage your invoice, you can also use Invoice Ninja to create and manage task associated with those invoice. Creating a task in Invoice Ninja will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Activate
FreshBooks + Invoice Ninja Integration

Create Invoice Ninja task for new FreshBooks payment

When you make a payment in FreshBooks, be sure to create a task in Invoice Ninja! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Create Your Own Invoice Ninja & FreshBooks Integration Without Any Code

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2. Select what action you want to automate
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Invoice Ninja + FreshBooks Integration
1.
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja Instant
  • FreshBooks
    Invoice is created in FreshBooks

    Triggers the automation whenever any invoice is added or modified

    Instant
  • FreshBooks
    Invoice is updated in FreshBooks

    Triggers the automation whenever an invoice is updated

    Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks

    Triggers the automation whenever a particular action in the workflow fails

  • FreshBooks
    Client is created in FreshBooks

    Triggers the automation whenever a new client is created

    Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks

    Triggers the automation whenever payment is attempted against an invoice

    Instant
  • FreshBooks
    Project is created in FreshBooks

    Triggers the automation whenever a new project is created

    Instant
  • FreshBooks
    Project is updated in FreshBooks

    Triggers the automation whenever a project is updated

    Instant
  • FreshBooks
    Estimate is created in FreshBooks

    Triggers the automation whenever a new estimate is created

    Instant
  • FreshBooks
    Estimate is updated in FreshBooks

    Triggers the automation whenever any estimate is modified

    Instant
  • FreshBooks
    Time Entry is created in FreshBooks

    Triggers the automation whenever a new time entry is created

    Instant
  • FreshBooks
    Staff Member is created in FreshBooks

    Triggers the automation whenever a new staff member is added

2.
  • Invoice Ninja
    Create client in Invoice Ninja

    Automatically generates a new client profile

  • Invoice Ninja
    Search client in Invoice Ninja

    Automatically searches for a client

  • Invoice Ninja
    Update client in Invoice Ninja

    Automatically updates client information

  • Invoice Ninja
    Create invoice in Invoice Ninja

    Automatically generates invoices for sales transactions

  • Invoice Ninja
    Search invoice in Invoice Ninja

    Automatically locate and retrieve invoices with

  • Invoice Ninja
    Update invoice in Invoice Ninja

    Automatically updates invoice details based on new information

  • Invoice Ninja
    Create task in Invoice Ninja

    Automatically creates a new task

  • Invoice Ninja
    Create quote in Invoice Ninja

    Automatically generates a new quote with pre-filled information

  • Invoice Ninja
    Search quote in Invoice Ninja

    Automatically searches for a quote

  • Invoice Ninja
    Update quote in Invoice Ninja

    Automatically updates the existing quote with new information

  • Invoice Ninja
    Create payment in Invoice Ninja

    Automatically generates and process a payment transaction

  • FreshBooks
    Create invoice in FreshBooks

    Automatically generates invoices for sales transactions

  • FreshBooks
    Send invoice in FreshBooks

    Automatically generates and send invoices to clients

  • FreshBooks
    Update invoice in FreshBooks

    Automatically updates invoice details based on new information

  • FreshBooks
    Search invoice in FreshBooks

    Automatically locate and retrieve invoices with

  • FreshBooks
    Create client in FreshBooks

    Automatically generates a new client profile

  • FreshBooks
    Search customer in FreshBooks

    Automatically locate and retrieve customer information

  • FreshBooks
    Update client in FreshBooks

    Automatically updates client information

  • FreshBooks
    Create time entry in FreshBooks

    Automatically creates a new time entry without manual input

  • FreshBooks
    Add payment to invoice in FreshBooks

    Automatically adds payment details to the invoice upon receiving a payment

  • FreshBooks
    Create other income in FreshBooks

    Automatically records other income

  • FreshBooks
    Get customer by id in FreshBooks

    Automatically retrieves customer information based on their ID

  • FreshBooks
    Create expense in FreshBooks

    Automatically generates a new expense record

  • FreshBooks
    Create estimate in FreshBooks

    Automatically adds a new contact to the contact list

  • FreshBooks
    Create project in FreshBooks

    Automatically creates a new project

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Integrate Invoice Ninja & FreshBooks In 1 Click
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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!

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You Can Also Connect Invoice Ninja or FreshBooks With 1200+ Other Apps

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With Invoice Ninja, you can create and send invoices to your customers in a few simple steps. You can choose from hundreds of invoice templates or build your own from scratch. And it's all free!

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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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