FreshBooks + Projekly Integration

In order to keep your accounting and customer records in sync, when you create a client in Projekly, 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 Projekly and FreshBooks!

If you're using FreshBooks and Projekly to manage your work, you'll want to make sure that client-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!

If you are using FreshBooks, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, a corresponding client will be created in Projekly.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

When you make a payment in FreshBooks, be sure to create a task in Projekly! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

If you use FreshBooks to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.