FreshBooks + Ultramsg Integration

Integrate FreshBooks to Ultramsg in one click, or tell Integrately AI how you want each payment handled. Send instant payment confirmations, notify clients about new estimates, alert your team on chat, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
  • Ultramsg
    Message is created in Ultramsg
  • Ultramsg
    Chat is created in Ultramsg
  • Ultramsg
    Contact is created in Ultramsg
  • Ultramsg
    Group is created in Ultramsg
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2.
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks
  • Ultramsg
    Send message in Ultramsg
  • Ultramsg
    Send voice in Ultramsg
  • Ultramsg
    Send vcard in Ultramsg
  • Ultramsg
    Send audio in Ultramsg
  • Ultramsg
    Send location in Ultramsg
  • Ultramsg
    Clear messages in Ultramsg
  • Ultramsg
    Get group invite link in Ultramsg
  • Ultramsg
    Add participants in Ultramsg
  • Ultramsg
    Set message 'admin only' in Ultramsg
  • Ultramsg
    Add group description in Ultramsg
  • Ultramsg
    Leave group in Ultramsg
  • Ultramsg
    Create group in Ultramsg
  • Ultramsg
    Send image in Ultramsg
  • Ultramsg
    Send document in Ultramsg
  • Ultramsg
    Send video in Ultramsg
  • Ultramsg
    Send link in Ultramsg
  • Ultramsg
    Search contact in Ultramsg

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Ready Workflows Ready Workflows for FreshBooks + Ultramsg Integration

Send payment confirmations, notify clients of new invoices, alert your team on chat, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FreshBooks + Ultramsg flow

Process payments, send email summaries, track tasks in project boards, and sync customer records across your business stack. Pick a combination and activate it in one click.

FreshBooks
Ultramsg
+
StripeStripe (4)
+
GmailGmail (4)
+
TrelloTrello (4)
+
HubSpotHubSpot (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
F
S
U
When a FreshBooks invoice payment is created, process the transaction in Stripe and send a confirmation via Ultramsg
Invoice payments logged in FreshBooks immediately trigger Stripe processing and send an instant WhatsApp confirmation via Ultramsg.
F
S
U
When an invoice is created in FreshBooks, generate a payment link in Stripe and alert the client via Ultramsg
New FreshBooks invoices generate Stripe payment links instantly and notify customers through Ultramsg for faster settlements.
F
S
U
When a client is created in FreshBooks, set up a customer profile in Stripe and send a welcome message via Ultramsg
FreshBooks client additions automatically create corresponding Stripe customer profiles and trigger welcoming Ultramsg chats.
F
S
U
When a FreshBooks estimate is created, generate a Stripe quote and notify the customer via Ultramsg
New estimates in FreshBooks create Stripe quotes and alert prospective clients instantly through Ultramsg messaging.

Supported triggers and actions for FreshBooks and Ultramsg

Mix and match to build the exact automation you need

FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
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Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
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Create client in FreshBooks
Generates a new client profile
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Search customer in FreshBooks
Locates and retrieves customer information
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Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
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Create expense in FreshBooks
Generates a new expense record
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Create estimate in FreshBooks
Adds a new contact to the contact list
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Create project in FreshBooks
Creates a new project
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Ultramsg
Ultramsg Triggers & Actions
Message is created in Ultramsg
Triggers the automation when a new message is created
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Chat is created in Ultramsg
Triggers the automation when a new conversation is initiated
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Contact is created in Ultramsg
Triggers the automation when a new contact is created
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Group is created in Ultramsg
Triggers the automation when a new group is created
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Send message in Ultramsg
Delivers a message to a designated recipient
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Send voice in Ultramsg
Sends a voice message to a designated recipient
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Send vcard in Ultramsg
Sends a vcard
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Send audio in Ultramsg
Sends an audio message
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Send location in Ultramsg
Sends the current location to a contact
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Clear messages in Ultramsg
Removes all existing messages from the chat interface
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Get group invite link in Ultramsg
Generates a link for inviting new members to a group
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Add participants in Ultramsg
Adds multiple users to a group
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Set message 'admin only' in Ultramsg
Sets a message as 'admin only'
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Add group description in Ultramsg
Adds a description to a group
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Leave group in Ultramsg
Removes oneself from a group
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Create group in Ultramsg
Creates a new group based on particular criteria
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Send image in Ultramsg
Sends an image to a recipient
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Send document in Ultramsg
Sends a particular document to a designated recipient
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Send video in Ultramsg
Sends a video file to the particular recipient
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Send link in Ultramsg
Sends a link
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Search contact in Ultramsg
Finds and retrieves contact information
Try it →

What can you automate with FreshBooks + Ultramsg?

Streamline your accounting workflows and client messaging with powerful automated triggers and actions.

What you can automate?
💸
Automate payment confirmations instantly
Trigger instant WhatsApp notifications through Ultramsg the moment an invoice payment is created in FreshBooks. Keep customers informed without manual text messaging.
📄
Send detailed invoice notifications
Capture every submitted invoice field and dispatch comprehensive billing details via Ultramsg. Eliminate manual copy-pasting for your billing staff.
🔔
Alert clients on new estimates
Notify prospective clients immediately through Ultramsg whenever a new estimate is created in FreshBooks. Speed up proposal reviews and win more business.
🔀
Route messages based on invoice amounts
Send priority Ultramsg alerts for high-value invoices while routing standard payments through regular communication channels automatically.
🔄
Keep client records synchronized
Update customer details across your messaging and accounting systems automatically whenever a client profile changes in FreshBooks.
🔍
Search and update existing contacts
Look up existing records in Ultramsg before creating new entries to prevent duplicate client chats and keep messaging threads organized.
⏱️
Handle project and time entry updates
Track billable hours and project milestones in FreshBooks while broadcasting milestone achievements through Ultramsg chat alerts.
🔗
Extend your workflow to Slack
Connect FreshBooks and Ultramsg to Slack to notify your internal team channels whenever a major invoice payment is successfully processed.
And much more...

Who is FreshBooks + Ultramsg integration for?

Connect FreshBooks and Ultramsg to automate client messaging, payment alerts, and customer notifications without writing any code.

Finance Managers
Finance Managers
Billing Specialists
Billing Specialists
Account Managers
Account Managers
High-Volume Operations
High-Volume Operations
Project Coordinators
Project Coordinators
Business Owners
Business Owners
📈
Finance Managers
You're tracking incoming revenue in FreshBooks, but payment reports take hours to reach your messaging queue — with this integration, every new payment triggers an instant notification and keeps your client comms updated.
Billing Specialists
You need to follow up on unpaid invoices immediately, but manual notification delays leave clients waiting — connecting these apps means every invoice triggers instant chat reminders and accelerates your cash flow.
🤝
Account Managers
You answer to clients who want immediate status updates on their estimates and projects, but manual check-ins consume your day — automating both apps means clients receive instant updates the moment documents are ready.
📊
High-Volume Operations
Your team processes hundreds of invoices and payments daily, but manual dispatching causes communication bottlenecks — this integration means every transaction triggers automated messaging without manual effort.
🔄
Project Coordinators
You depend on upstream billing events to start project work, but notification lags delay your kickoff schedule — automating both apps means project tasks and client messages trigger the second payments clear.
🗂️
Business Owners
You need a reliable audit trail of customer communications and financial records, but manual logging leaves gaps in your history — connecting these apps means every interaction is recorded accurately and instantly.
Our team

Ready Workflows 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 + Ultramsg

Build and manage your FreshBooks + Ultramsg automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FreshBooks + Ultramsg with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Ultramsg?
Frequently Asked Questions
You can connect FreshBooks to Ultramsg in just 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations. It works seamlessly with apps like Stripe, Gmail, and Slack to streamline your business.
Can I automatically send WhatsApp messages when a new invoice payment is created in FreshBooks?
Frequently Asked Questions
Can I connect FreshBooks, Ultramsg, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Ultramsg?
Frequently Asked Questions
How does FreshBooks handle invoice payment triggers in this integration?
Frequently Asked Questions
Can Ultramsg send custom voice notes or media from FreshBooks triggers?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Ultramsg?
Frequently Asked Questions
Is the FreshBooks and Ultramsg integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Ultramsg With 1500+ Other Apps

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