FreshBooks + Redbooth Integration

Connect FreshBooks to Redbooth - 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. Make use of Redbooth automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s FreshBooks + Redbooth integration.

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Ready Workflows For FreshBooks + Redbooth Integration

Just click on the workflow you want to automate

Create Redbooth task for new FreshBooks client

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

Activate

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Create Your Own FreshBooks & Redbooth 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
Task is created in Redbooth
Triggers the automation when a new task is created
Project is created in Redbooth
Triggers the automation when a new project is created
Notification is created in Redbooth
Triggers the automation when a notification is created
List is created in Redbooth
Triggers the automation when a new list 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
Create task list in Redbooth
Creates a new task list
Create project in Redbooth
Creates a new project
Create Subtask in Redbooth
Creates a subtask within a parent task
Create task in Redbooth
Creates a new task
Search task in Redbooth
Searches for a task
Create comment in Redbooth
Generates a new comment

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Redbooth 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

Redbooth is a team collaboration platform that allows teams to manage projects in one place. It includes integrated project management, task management, file sharing and time tracking tools.

See Redbooth Integrations