FreshBooks + Mention Integration

Integrate FreshBooks to Mention in one click, or tell Integrately AI how you want each client handled. Track brand conversations, monitor new accounts, and sync records 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
  • Mention
    Alert is added in Mention
  • Mention
    Mention is created in Mention
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
  • Mention
    Create alert in Mention

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Ready WorkflowsReady Workflows   for FreshBooks + Mention Integration

Track new clients as brand alerts, monitor company mentions, update accounts, and sync records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your FreshBooks + Mention flow

Send client data to your CRM, alert your team on messaging apps, and keep sheets updated instantly. Pick a combination and activate it in one click.

FreshBooks
Mention
+
HubspotHubspot (6)
+
SlackSlack (6)
+
Google SheetsGoogle Sheets (6)
+
GmailGmail (6)
+
StripeStripe (6)
+
TrelloTrello (6)
F
H
M
Add every new FreshBooks client to HubSpot as a contact, and create a monitoring alert in Mention
New FreshBooks clients appear in HubSpot as contacts instantly while Mention sets up a tracking alert, keeping your sales and brand monitoring teams aligned.
M
H
F
Notify your HubSpot team when a new Mention is created for a FreshBooks client, and update the invoice
HubSpot records receive immediate updates when Mention tracks a relevant conversation for an existing FreshBooks client.
F
H
M
When a FreshBooks invoice is updated, update the matching HubSpot deal, and check the Mention alerts
Invoice updates in FreshBooks immediately refresh HubSpot deals and verify current Mention tracking metrics.
M
H
F
Create a HubSpot task for every new Mention about a FreshBooks project, and update the project
Project management in HubSpot stays synchronised with real-time brand mentions captured in Mention.
F
H
M
If a FreshBooks client is created with a corporate email, create a VIP contact in HubSpot and set a Mention alert
High-value clients entering FreshBooks automatically trigger VIP contact creation in HubSpot and dedicated brand monitoring in Mention.
M
H
F
Use Claude to analyse sentiment on every new Mention for a FreshBooks client, update the HubSpot contact, and log a note
AI sentiment analysis evaluates brand mentions and updates your HubSpot CRM records automatically.

Supported triggers and actions for FreshBooks and Mention

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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Mention
Mention Triggers & Actions
Alert is added in Mention
Triggers the automation when a new alert is created
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Mention is created in Mention
Triggers the automation when a keyword or mention is detected
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Create alert in Mention
Generates alerts based on particular conditions
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What can you automate with FreshBooks + Mention?

Connect FreshBooks and Mention to synchronise client accounts, automate brand alerts, and keep your business data unified across systems.

What you can automate?
🔄
Sync new FreshBooks clients with Mention alerts
Create automated brand monitoring alerts in Mention the moment a new client is added in FreshBooks. Eliminate manual setup and ensure every account is tracked from day one.
📋
Capture every submitted client field accurately
Map all available client details and invoice parameters into your monitoring workflows instead of just basic names. Your tracking records become a richer source for analysis.
🔔
Alert your team as soon as brand mentions arrive
Send instant notifications to your team whenever Mention captures a relevant brand conversation for an active FreshBooks client.
🔀
Route workflows based on submitted client criteria
Trigger different actions depending on invoice amounts or client tiers. High-value accounts can receive priority monitoring alerts automatically.
🔄
Keep your destination records continuously updated
Ensure changes made to invoices or project timelines in FreshBooks are immediately reflected in your monitoring and CRM logs.
🔍
Add or update records without creating duplicates
Search existing client records before creating new monitoring alerts to maintain a clean database across both platforms.
💳
Manage later status changes like payments and renewals
Trigger automated follow-ups or adjust tracking parameters when invoices are paid, estimates are accepted, or projects are completed.
🔌
Extend your workflow to trusted third-party apps
Connect your FreshBooks and Mention core flow with Slack, Google Sheets, or HubSpot to keep all departments aligned on billing and brand reach.
And much more...

Who is FreshBooks + Mention integration for?

Accounting teams, account managers, and business owners connect FreshBooks and Mention to eliminate manual data entry and track client brand conversations effortlessly.

Performance Marketers
Performance Marketers
Support Leads
Support Leads
Account Managers
Account Managers
Operations Coordinators
Operations Coordinators
Finance Teams
Finance Teams
Business Owners
Business Owners
📈
Performance Marketers
You're running brand campaigns for FreshBooks clients but your tracking metrics only update when someone manually exports data, so the reach counts you're optimising against are always a few hours behind — this integration means every new client and mention lands in your reports instantly and your data stays current.
Support Leads
You need to act fast when client sentiment shifts, but you find out about brand escalations too late because invoices and mentions live in separate tabs — automating both apps means every new Mention alert connects directly to your FreshBooks client records so your team can respond immediately.
🤝
Account Managers
You answer to clients who want to see real-time progress on their brand visibility and billing status, but compiling reports by hand leads to frustrating delays — connecting these apps means your invoices and brand alerts stay perfectly synchronised without manual compilation.
📊
Operations Coordinators
The volume of new clients and brand mentions is too high for anyone to keep up by hand, resulting in missed tracking alerts and untagged accounts — this integration means every client creation and mention log runs on autopilot without manual data entry.
💼
Finance Teams
You own the billing stage and depend on account managers to hand over client details before you can issue invoices or track revenue milestones — automating both apps means client data flows straight from brand monitoring into your accounting software instantly.
🗂️
Business Owners
You need a reliable history of client acquisition and brand reach, but you keep finding gaps between your accounting records and monitoring tools — with this integration, every client account and mention alert builds a complete, error-free history automatically.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate FreshBooks + Mention

Build and manage your FreshBooks + Mention 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 + Mention 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
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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 Mention?
Frequently Asked Questions
You can connect FreshBooks to Mention in 1 click using ready-made templates on Integrately or by asking Integrately AI to build the automation. It takes seconds to link your accounts and sync client data with tools like Slack, Google Sheets, and HubSpot.
Can I automatically create brand alerts in Mention when a new client is added in FreshBooks?
Frequently Asked Questions
Can I connect FreshBooks, Mention, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Mention?
Frequently Asked Questions
How does FreshBooks handle client data in this integration?
Frequently Asked Questions
Can Mention trigger updates to FreshBooks invoices?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Mention?
Frequently Asked Questions
Is the FreshBooks and Mention integration free?
Frequently Asked Questions
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You Can Also Connect FreshBooks or Mention With 1500+ Other Apps

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