FreshBooks + Joonbot Integration

Connect FreshBooks to Joonbot - 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 Joonbot automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Combine the benefits of both with Integrately’s FreshBooks + Joonbot integration.

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Ready Workflows For FreshBooks + Joonbot Integration

Just click on the workflow you want to automate

Create FreshBooks client for new Joonbot conversation

Joonbot + FreshBooks Integration

Activate

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Create Your Own FreshBooks & Joonbot 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
Conversation is received in Joonbot
Triggers the automation whenever a new conversation is initiated
Instant

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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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

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!

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Joonbot 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

Joonbot is the first chatbot builder anyone can use to create advanced, personalized chatbots for marketing and customer support. It's simple, powerful, and easy - with no coding required.

See Joonbot Integrations