FreshBooks + Nutshell Integration

Connect FreshBooks to Nutshell in 1 click

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Popular FreshBooks + Nutshell Workflows

Create FreshBooks client from new Nutshell account

If you have created a account in Nutshell, it's important to create a client in FreshBooks. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create FreshBooks client for new Nutshell person

In order to keep your accounting and customer records in sync, when you create a person in Nutshell, this automation will automatically create a client in FreshBooks.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Nutshell and FreshBooks!

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Create Your Own FreshBooks & Nutshell Integration Without Any Code

Create Custom Workflow

Invoice is created in FreshBooks Instant
Invoice is updated in FreshBooks Instant
Filtered Invoice is created in FreshBooks
Client is created in FreshBooks Instant
Invoice Payment is created in FreshBooks Instant
Project is created in FreshBooks Instant
Project is updated in FreshBooks Instant
Estimate is created in FreshBooks Instant
Estimate is updated in FreshBooks Instant
Time Entry is created in FreshBooks Instant
Staff Member is created in FreshBooks
Person is created in Nutshell Instant
Activity is created in Nutshell Instant
Lead is created in Nutshell Instant
Lead is won in Nutshell Instant
Company is created in Nutshell Instant

Create invoice in FreshBooks
Send invoice in FreshBooks
Update invoice in FreshBooks
Search invoice in FreshBooks
Create client in FreshBooks
Search customer in FreshBooks
Update client in FreshBooks
Create time entry in FreshBooks
Add payment to invoice in FreshBooks
Create other income in FreshBooks
Get customer by id in FreshBooks
Create expense in FreshBooks
Create estimate in FreshBooks
Create project in FreshBooks
Create person in Nutshell
Search person in Nutshell
Create lead in Nutshell
Update lead in Nutshell
Search lead in Nutshell
Create company in Nutshell
Search account in Nutshell
Get contact by ID in Nutshell

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You Can Also Connect FreshBooks or Nutshell 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

Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell Integrations