FreshBooks + Mailvio Integration

Connect FreshBooks to Mailvio - 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. Set up Mailvio automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s FreshBooks + Mailvio integration.
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Ready Workflows For FreshBooks + Mailvio Integration

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FreshBooks + Mailvio 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

  • Mailvio
    Subscriber is created in Mailvio

    Triggers the automation when a new subscriber is added

  • Mailvio
    Campaign is created in Mailvio

    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

  • Mailvio
    Send a transactional email in Mailvio

    Sends a transactional email

  • Mailvio
    Add subscriber in Mailvio

    Adds a new contact to your subscriber list

  • Mailvio
    Delete subscriber from group in Mailvio

    Removes a subscriber from a designated group

  • Mailvio
    Delete subscriber in Mailvio

    Removes a subscriber from a list

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Integrate FreshBooks & Mailvio 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 Mailvio 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.

See FreshBooks Integrations
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Mailvio is the only all-in-one email marketing and automation platform that lets you send beautiful newsletter emails, manage your transactional emails, and send SMS using easy-to-use drag and drop tools.

See Mailvio Integrations

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