Create SmartBill invoice for new FreshBooks invoice
FreshBooks + SmartBill Integration
FreshBooks + SmartBill Integration
Integrate FreshBooks to SmartBill in one click, or tell Integrately AI how you want each invoice handled. Create SmartBill invoices, send document by email, create payment collections, and generate proformas automatically.
Free forever.Use premium features free for 14 days.1.
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
2.
- 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
Get invoice PDF in SmartBill- Create proforma in SmartBill
- Create payment collection in SmartBill
- Send document by email in SmartBill
- Create invoice in SmartBill
Trusted by experts at...
Ready Workflows for FreshBooks + SmartBill Integration
Create SmartBill invoices, generate proformas, collect payments, send documents by email, and get invoice PDFs, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your FreshBooks + SmartBill flow
Sync financial data with payments, email marketing, e-commerce platforms, spreadsheets, and team channels the moment your billing updates. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
PayPal (3)
PayPal (3) +
Mailchimp (3)
Mailchimp (3) +
Shopify (3)
Shopify (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) S
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When a Stripe charge is created, create a matching invoice in FreshBooks and generate an invoice in SmartBill
Stripe charges automatically trigger a new FreshBooks invoice and a corresponding SmartBill invoice without manual data entry.
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When a FreshBooks invoice is created, add payment details in Stripe and create a payment collection in SmartBill
New FreshBooks invoices automatically update Stripe and record payment collections in SmartBill instantly.
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If a FreshBooks estimate is created, generate a Stripe invoice and create a proforma in SmartBill
FreshBooks estimates instantly trigger Stripe invoices and SmartBill proformas for seamless client onboarding.
Supported triggers and actions for FreshBooks and SmartBill
Mix and match to build the exact automation you need
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
Try it → Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
Try it → Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
Try it → Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
Try it → Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
Try it → Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
Try it → Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
Try it → Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
Try it → Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
Try it → SmartBill Triggers & Actions
What can you automate with FreshBooks + SmartBill?
Streamline your financial operations by connecting FreshBooks and SmartBill to handle invoices, documents, and payments automatically.
🧾
Create SmartBill invoices from FreshBooks
Automatically generate legal invoices in SmartBill the moment a new invoice is created in FreshBooks. Eliminate manual data entry and keep your accounting accurate.
📋
Capture every invoice detail accurately
Map all line items, taxes, and client details from FreshBooks straight into SmartBill documents. Ensure your financial records match across both systems perfectly.
🔔
Notify your team on billing events
Send instant notifications to your finance team whenever new invoices or payments are processed. Keep everyone informed without manual check-ins.
🔀
Route documents based on client details
Generate invoices or proformas dynamically depending on the specific client or transaction type submitted in FreshBooks. Tailor your billing workflow to your business rules.
🔄
Keep financial records up to date
Update existing invoices and client profiles in SmartBill whenever changes occur in FreshBooks. Maintain data consistency across your entire tech stack.
👥
Manage client profiles effortlessly
Create and update client records in SmartBill automatically whenever new clients are added in FreshBooks. Avoid duplicate entries and data fragmentation.
💳
Handle payments and collections seamlessly
Record payment collections in SmartBill the moment invoice payments are registered in FreshBooks. Keep your cash flow tracking precise and up to date.
⚡
Extend your workflow to Slack
Connect FreshBooks and SmartBill with Slack to alert your team immediately when new invoices and documents are created. Combine accounting automation with team communication.
And much more...
Who is FreshBooks + SmartBill integration for?
Connecting FreshBooks and SmartBill helps Romanian businesses and finance teams automate invoicing workflows, eliminate manual data entry, and keep accounting records perfectly synchronized.
Financial Controllers
Billing Managers
Business Owners
E-commerce Operations Teams
Account Managers
Compliance Officers
📈
Financial Controllers
You review financial reports and reconcile accounts every week, but your ledger numbers always lag behind when invoices are entered manually — automating both apps means every new invoice lands in SmartBill instantly and your reports stay accurate.
⚡
Billing Managers
You need to track client payments and issue documents quickly, but billing delays leave you chasing records too late — connecting these apps means every transaction updates immediately so your billing cycle runs smoothly.
🤝
Business Owners
You answer to stakeholders who want to see real-time financial progress, but scattered invoicing data creates blind spots — this integration means your revenue and invoice data remain perfectly synchronized across platforms.
📦
E-commerce Operations Teams
You handle high volumes of store orders that require immediate invoicing, but manual entry cannot keep up with order spikes — automating these apps means every order generates an invoice instantly without errors.
💼
Account Managers
You manage client onboarding and depend on upstream billing details to start projects, but handover gaps slow you down — integrating these apps means client profiles and proformas are created the moment deals close.
🗂️
Compliance Officers
You need a reliable audit trail for tax and reporting requirements, but manual record-keeping keeps introducing missing entries — connecting these apps means every invoice and payment log maintains a complete history.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate FreshBooks + SmartBill
Build and manage your FreshBooks + SmartBill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect FreshBooks + SmartBill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect FreshBooks + SmartBill Now 
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Frequently Asked Questions
How do I connect FreshBooks to SmartBill?
You can connect FreshBooks to SmartBill instantly using 1-click ready workflows or ask Integrately AI to build custom automations with Stripe, PayPal, Mailchimp, Shopify, Google Sheets, and Slack.
Can I automatically create SmartBill invoices when a FreshBooks invoice is created?
Can I connect FreshBooks, SmartBill, and Google Sheets?
What is a good Zapier alternative for FreshBooks and SmartBill?
How does FreshBooks handle client creation in automations?
Can SmartBill documents be sent automatically after creation?
Do I need coding skills to automate FreshBooks and SmartBill?
Is the FreshBooks and SmartBill integration free?
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