FreshBooks + Saastic Integration

Connect FreshBooks to Saastic - 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. With Saastic automations, you can automate personalized thank-you notes, celebrate customer milestones, and boost customer loyalty. Get the best of both with Integrately’s FreshBooks + Saastic integration.

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Ready Workflows For FreshBooks + Saastic Integration

Just click on the workflow you want to automate

Update Saastic contact from new FreshBooks client

FreshBooks + Saastic Integration

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Create Your Own FreshBooks & Saastic 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

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 or Update customer in Saastic
Adds new or update existing customer information
Create customer charge in Saastic
Creates a new charge for a customer

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Integrate FreshBooks & Saastic 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 Saastic 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

Saastic is an all-in-one review management tool that helps build credibility with customer reviews and testimonials. Its autopilot review collection automates the process of collecting and showcasing reviews from platforms like Google, Trustpilot, etc.

See Saastic Integrations