FreshBooks + Jobber Integration

Integrate FreshBooks to Jobber in one click, or tell Integrately AI how you want each invoice handled. Create jobs, schedule visits, update client records, and track payments automatically.

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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
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
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
  • Jobber
    Get client notes in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for FreshBooks + Jobber Integration

Create jobs from invoices, schedule visits, update client records, and track payments, all in just one click.

Most popular automationmost-popular-automations
Jobber + FreshBooks Integration

Create FreshBooks invoice for new Jobber event

If you're a professional who works on one-to-one basis and uses Jobber to manage your events, you may want to create an invoice in FreshBooks when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in FreshBooks.

This can save you time when creating invoice and tracking payments for your events.
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  • 1of1
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 + Jobber flow

Send payment links, sync accounting data, and notify your team on messaging apps as projects move. Pick a combination and activate it in one click.

FreshBooks
Jobber
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
TwilioTwilio (3)
+
StripeStripe (3)
+
GmailGmail (3)
F
J
G
When a new invoice is created in FreshBooks, create a job in Jobber, and schedule an event in Google Calendar.
FreshBooks invoices automatically generate Jobber jobs and calendar events in Google Calendar, keeping field schedules aligned with your billing.
J
F
G
When a Jobber job is completed, update the invoice in FreshBooks, and add a follow-up reminder in Google Calendar.
Completed Jobber jobs update your FreshBooks invoice status and schedule Google Calendar follow-ups automatically.
F
J
G
When a client is created in FreshBooks, create a client in Jobber, and schedule an onboarding call in Google Calendar.
New FreshBooks clients appear in Jobber instantly while Google Calendar schedules their initial onboarding call.

Supported triggers and actions for FreshBooks and Jobber

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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Jobber
Jobber Triggers & Actions
Client is created in Jobber
Triggers the automation when a new client is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Get client notes in Jobber
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Create client in Jobber
Generates a new client profile
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Search property in Jobber
Searches for a property
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Add attachment to request in Jobber
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Create job in Jobber
Creates a new job
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Create request in Jobber
Generates a new request
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Get request notes in Jobber
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Get invoice notes in Jobber
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Get quote notes in Jobber
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Get job notes in Jobber
Try it โ†’
Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Search client in Jobber
Searches for a client
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What can you automate with FreshBooks + Jobber?

Streamline your accounting and field service operations with robust multi-app workflows.

What you can automate?
๐Ÿงพ
Create Jobber jobs from FreshBooks invoices
Automatically trigger a new job in Jobber the moment an invoice is created in FreshBooks, eliminating duplicate data entry between your billing and field service software.
๐Ÿ“ฅ
Capture every submitted client field
Map detailed customer information, itemized lines, and contact numbers from FreshBooks straight into Jobber client profiles without losing context.
๐Ÿ””
Notify your team as soon as work begins
Alert dispatchers and field technicians instantly when new financial documents are generated so service calls can be scheduled without delay.
๐Ÿ”€
Route workflows based on submitted invoice details
Branch your automation rules depending on invoice amounts or client tiers, routing high-priority service requests to specialized field teams.
๐Ÿ”„
Keep client records synchronized as details change
Update customer contact information, addresses, and billing details across both FreshBooks and Jobber whenever a modification occurs.
๐Ÿ”
Search and update instead of creating duplicates
Check whether a client already exists in Jobber before creating a new profile, ensuring clean databases and organized records.
โœ…
Handle later status changes like job completion
Update invoice payment statuses in FreshBooks automatically the moment a technician marks a job as completed in Jobber.
๐Ÿ”Œ
Extend your flow to powerful messaging tools
Connect your FreshBooks and Jobber workflow with Gmail or Twilio to send automated client confirmations and payment receipts instantly.
And much more...

Who is FreshBooks + Jobber integration for?

Connecting financial records with field service management eliminates administrative bottlenecks for growing operations and busy teams.

Business owners
Business owners
Field service managers
Field service managers
Project coordinators
Project coordinators
Billing specialists
Billing specialists
Field supervisors
Field supervisors
Customer support leads
Customer support leads
๐Ÿ“ˆ
Business owners
You review financial reports to make strategic decisions, but your billing data lags behind field operations because staff manually copy records between systems โ€” with this integration, every new invoice and job syncs instantly and your numbers stay current.
โšก
Field service managers
You need to dispatch crews and schedule visits the moment a customer approves an invoice, but delayed handoffs leave teams waiting โ€” with this integration, field schedules update automatically and dispatching happens in real time.
๐Ÿ“‹
Project coordinators
You answer client inquiries about service progress and billing status, but finding mismatched records across tools causes frustrating delays โ€” with this integration, every client record and job stage matches across both platforms.
๐Ÿ’ณ
Billing specialists
You process high volumes of invoices and payments every week, but manual data entry between your accounting and scheduling software creates constant backlogs โ€” with this integration, transactions flow seamlessly and reconciliation becomes effortless.
๐Ÿ‘ท
Field supervisors
You rely on administrative teams to hand over client details before heading to a job site, but missing information leads to wasted trips โ€” with this integration, every job record arrives complete with all client and invoice notes.
๐Ÿ”
Customer support leads
You investigate customer service history and payment queries, but finding gaps between billing records and completed jobs makes troubleshooting difficult โ€” with this integration, you get an unbroken history for every customer interaction.
Our team

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

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Why choose Integrately to automate FreshBooks + Jobber

Build and manage your FreshBooks + Jobber 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 + Jobber 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 โ€” 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Jobber?
Frequently Asked Questions
You can connect FreshBooks to Jobber in 1 click using ready-made templates on Integrately. You can also pair them with tools like Google Calendar, Mailchimp, or Twilio, or ask Integrately AI to build your exact automation workflow.
Can I automatically create Jobber jobs from FreshBooks invoices?
Frequently Asked Questions
Can I connect FreshBooks, Jobber, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Jobber?
Frequently Asked Questions
How does FreshBooks handle invoice data during automation?
Frequently Asked Questions
Can Jobber trigger updates in FreshBooks?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Jobber?
Frequently Asked Questions
Is the FreshBooks and Jobber integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

FreshBooks
Popular FreshBooks Integrations
Connect FreshBooks to accounting, expense tracking, and reporting tools to manage your finances.
Jobber
Popular Jobber Integrations
Connect Jobber to scheduling, dispatching, and customer relationship tools to streamline field operations.
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Jobber Integrations arrow right
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