FreshBooks + TidyCal Integration

Connect FreshBooks to TidyCal - 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. Leverage TidyCal automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Skip the manual back and forth! Easily automate the flow of data between FreshBooks & TidyCal using Integrately.

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Ready Workflows For FreshBooks + TidyCal Integration

Just click on the workflow you want to automate

Create FreshBooks invoice for new TidyCal event

If you're a professional who works on one-to-one basis and uses TidyCal to manage your events, you may want to create an invoice in FreshBooks when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in FreshBooks.

This can save you time when creating invoice and tracking payments for your events.

Activate

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Create Your Own FreshBooks & TidyCal 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 whenever any invoice is added or modified
Instant
Invoice is updated in FreshBooks
Triggers the automation whenever an invoice is updated
Instant
Filtered Invoice is created in FreshBooks
Triggers the automation whenever a particular action in the workflow fails
Client is created in FreshBooks
Triggers the automation whenever a new client is created
Instant
Invoice Payment is created in FreshBooks
Triggers the automation whenever payment is attempted against an invoice
Instant
Project is created in FreshBooks
Triggers the automation whenever a new project is created
Instant
Project is updated in FreshBooks
Triggers the automation whenever a project is updated
Instant
Estimate is created in FreshBooks
Triggers the automation whenever a new estimate is created
Instant
Estimate is updated in FreshBooks
Triggers the automation whenever any estimate is modified
Instant
Time Entry is created in FreshBooks
Triggers the automation whenever a new time entry is created
Instant
Staff Member is created in FreshBooks
Triggers the automation whenever a new staff member is added
Booking is created in TidyCal
Triggers the automation whenever a new contact is created
Booking is cancelled in TidyCal
Triggers the automation whenever a new booking is created
Contact is created in TidyCal
Triggered when a contact is create.

Create invoice in FreshBooks
Automatically generates invoices for sales transactions
Send invoice in FreshBooks
Automatically generates and send invoices to clients
Update invoice in FreshBooks
Automatically updates invoice details based on new information
Search invoice in FreshBooks
Automatically locate and retrieve invoices with
Create client in FreshBooks
Automatically generates a new client profile
Search customer in FreshBooks
Automatically locate and retrieve customer information
Update client in FreshBooks
Automatically updates client information
Create time entry in FreshBooks
Automatically creates a new time entry without manual input
Add payment to invoice in FreshBooks
Automatically adds payment details to the invoice upon receiving a payment
Create other income in FreshBooks
Automatically records other income
Get customer by id in FreshBooks
Automatically retrieves customer information based on their ID
Create expense in FreshBooks
Automatically generates a new expense record
Create estimate in FreshBooks
Automatically adds a new contact to the contact list
Create project in FreshBooks
Automatically creates a new project
Get Fields in TidyCal
Automatically retrieves fields or data from a designated source

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or TidyCal 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

TidyCal is a calendar management and booking tool for professionals. It helps you to manage your daily routine, keep track of your tasks and appointments, plan your schedule and even collaborate with other people.

See TidyCal Integrations