FreshBooks + Streak Integration

Connect FreshBooks to Streak in 1 click

Integrate FreshBooks + Streak For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular FreshBooks + Streak Workflows

Create Streak task for new FreshBooks client

With the growth of FreshBooks, many companies are looking for ways to connect their FreshBooks account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Streak every time a client is created in FreshBooks.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

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Create Streak contact for new FreshBooks client

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

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?

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Create Streak task for new FreshBooks invoice

If you use FreshBooks to manage your invoice, you can also use Streak to create and manage task associated with those invoice. Creating a task in Streak 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.

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Create FreshBooks client from new Streak company

If you have created a company in Streak, it's important to create a client in FreshBooks. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create FreshBooks client for new Streak contact

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

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Create Streak task for new FreshBooks payment

When you make a payment in FreshBooks, be sure to create a task in Streak! 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!

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Create Your Own FreshBooks & Streak Integration Without Any Code

Create Custom Workflow

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
Contact is created in Streak Instant
Contact is updated in Streak Instant
Box is created in Streak Instant
Box stage is changed in Streak Instant
Box is updated in Streak Instant
Box is moved between pipelines in Streak Instant
Meeting note or call log is created in Streak Instant
Task is created in Streak Instant
Task is due in Streak Instant
Task is completed in Streak Instant
Organization is created in Streak Instant
Organization is updated in Streak Instant
Comment is added to box in Streak Instant

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
Add contact in Streak
Update contact in Streak
Search contact in Streak
Create task in Streak
Update task in Streak
Create box in Streak
Update box in Streak
Search box in Streak
Create meeting/call log in Streak
Add contact to box in Streak
Retrieve file by file key in Streak
Link boxes in Streak
Retrieve full thread by key in Streak
Search organization in Streak
Create comment in Streak

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Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Streak 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

Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.

See Streak Integrations

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FreshBooks + Streak Integration

Connect FreshBooks to Streak in 1 click

Popular FreshBooks + Streak Workflows

Create Streak task for new FreshBooks client

Create Streak contact for new FreshBooks client

Create Streak task for new FreshBooks invoice

Create FreshBooks client from new Streak company

Create FreshBooks client for new Streak contact

Create Streak task for new FreshBooks payment

Create Your Own FreshBooks & Streak Integration Without Any Code

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

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Streak With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

FreshBooks + Streak Integration

Connect FreshBooks to Streak in 1 click

Popular FreshBooks + Streak Workflows

Create Streak task for new FreshBooks client

Create Streak contact for new FreshBooks client

Create Streak task for new FreshBooks invoice

Create FreshBooks client from new Streak company

Create FreshBooks client for new Streak contact

Create Streak task for new FreshBooks payment

Create Your Own FreshBooks & Streak Integration Without Any Code

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

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Streak With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click.