FreshBooks + Occasion Integration

Connect FreshBooks to Occasion - 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. Leverage Occasion automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Get the best of both with Integrately’s FreshBooks + Occasion integration.

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Ready Workflows For FreshBooks + Occasion Integration

Just click on the workflow you want to automate

Create FreshBooks invoice for new Occasion booking

If you're a professional who works on one-to-one basis and uses Occasion to manage your events, you may want to create an invoice in FreshBooks when an booking is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created, it will trigger a corresponding invoice in FreshBooks.

This can save you time when creating invoice and tracking payments for your events.

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Create Your Own FreshBooks & Occasion 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 when any invoice is added or modified
Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
Instant
Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
Client is created in FreshBooks
Triggers the automation when a new client is created
Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
Instant
Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
New booking is created in Occasion
Triggers the automation when a new booking is created

Create invoice in FreshBooks
Generates invoices for sales transactions
Send invoice in FreshBooks
Generates and send invoices to clients
Update invoice in FreshBooks
Updates invoice details based on new information
Search invoice in FreshBooks
Locates and retrieves invoices with
Create client in FreshBooks
Generates a new client profile
Search customer in FreshBooks
Locates and retrieves customer information
Update client in FreshBooks
Updates client information
Create time entry in FreshBooks
Creates a new time entry without manual input
Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
Create other income in FreshBooks
Records other income
Get customer by id in FreshBooks
Retrieves customer information based on their id
Create expense in FreshBooks
Generates a new expense record
Create estimate in FreshBooks
Adds a new contact to the contact list
Create project in FreshBooks
Creates a new project

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Occasion 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

Occasion takes the hassle out of Group experiences by taking care of scheduling, communications and marketing. It improves the booking experience, helps reach new customers and generates more repeat bookings.

See Occasion Integrations