Automatically create a new task in monday whenever you issue a new invoice in FreshBooks. This helps you stay on top of billing and ensures you don't miss any follow-up actions in your project management.
When a payment is received in FreshBooks, update the relevant project's board on monday. This enables you to reflect real-time financial progress directly in your project planning tool.
Keep your client information up-to-date by syncing new or updated client details from FreshBooks into your monday contacts list. This ensures you have the latest details without manual entry.
Whenever you log a new expense in FreshBooks, create an item in your monday board to track and analyze expenses alongside your project tasks, providing a comprehensive financial overview.
Monitor changes in invoice status from FreshBooks and reflect these updates on your monday boards. This helps you maintain accurate records of what’s due or paid across all your projects.
And much more...
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