Wild Apricot + FreshBooks Integration

Integrate FreshBooks to Wild Apricot in one click, or tell Integrately AI how you want each client handled. Create contacts, generate invoices, track membership updates, and sync your financial records automatically.

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1.
  • Wild Apricot
    Membership is lapsed in Wild Apricot Instant
  • Wild Apricot
    Membership is created in Wild Apricot Instant
  • Wild Apricot
    Contact is created in Wild Apricot
  • Wild Apricot
    Event registration is created in Wild Apricot
  • Wild Apricot
    Payment is created or updated in Wild Apricot
  • Wild Apricot
    Invoice is created in Wild Apricot
  • Wild Apricot
    Audit log item is created in Wild Apricot
  • Wild Apricot
    Refund is Created or updated in Wild Apricot
  • 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
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2.
  • Wild Apricot
    Get membership by ID in Wild Apricot
  • Wild Apricot
    Create contact in Wild Apricot
  • Wild Apricot
    Search contact in Wild Apricot
  • Wild Apricot
    Update contact in Wild Apricot
  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot
  • Wild Apricot
    Clone event in Wild Apricot
  • Wild Apricot
    Create event registration in Wild Apricot
  • Wild Apricot
    Create event registration type in Wild Apricot
  • Wild Apricot
    Check-in event attendee in Wild Apricot
  • Wild Apricot
    Create invoice in Wild Apricot
  • 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

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Ready Workflows Ready Workflows for FreshBooks + Wild Apricot Integration

Create contacts, sync invoices, update memberships, log payments, and track projects, all in just one click.

Most popular automationmost-popular-automations
FreshBooks + Wild Apricot Integration

Create Wild Apricot contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use Wild Apricot 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 Wild Apricot.

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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Wild Apricot + FreshBooks Integration

Create FreshBooks client for new Wild Apricot contact

In order to keep your accounting and customer records in sync, when you create a contact in Wild Apricot, 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 Wild Apricot and FreshBooks!
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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 + Wild Apricot flow

Connect your accounting and membership platform with marketing, events, billing, and team communication tools. Pick a combination and activate it in one click.

Wild Apricot
FreshBooks
+
MailchimpMailchimp (3)
+
EventbriteEventbrite (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
StripeStripe (2)
+
SlackSlack (2)
+
ZoomZoom (2)
F
W
M
Add every new FreshBooks client to Wild Apricot, and subscribe them in Mailchimp
New FreshBooks clients appear in Wild Apricot instantly and join your Mailchimp subscriber list, eliminating manual data entry across platforms.
W
F
M
When a Wild Apricot membership is created, generate a FreshBooks invoice and send a campaign in Mailchimp
New memberships trigger a FreshBooks invoice creation and launch a targeted campaign in Mailchimp without manual delay.
W
F
M
Use ChatGPT to analyse new Wild Apricot contacts, create a FreshBooks client, and add them to Mailchimp
ChatGPT qualifies new Wild Apricot contacts before creating a client in FreshBooks and adding them to Mailchimp.

Supported triggers and actions for Wild Apricot and FreshBooks

Mix and match to build the exact automation you need

Wild Apricot
Wild Apricot Triggers & Actions
Instant
Membership is lapsed in Wild Apricot
Activates when a member's subscription expires
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Instant
Membership is created in Wild Apricot
Triggers the automation when a membership is created
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Contact is created in Wild Apricot
Triggers the automation when a new contact is created
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Event registration is created in Wild Apricot
Triggers the automation when someone registers for any event
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Payment is created or updated in Wild Apricot
Triggers the automation when a payment is created or updated
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Invoice is created in Wild Apricot
Triggers the automation when any invoice is added or modified
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Audit log item is created in Wild Apricot
Triggers the automation when a new record is added to the audit log
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Refund is Created or updated in Wild Apricot
Triggers the automation when a refund is created or updated
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Get membership by ID in Wild Apricot
Retrieves membership details using a unique identifier
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Create contact in Wild Apricot
Adds a new contact to the database
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Search contact in Wild Apricot
Finds and retrieves contact information
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Update contact in Wild Apricot
Updates contact information with new details
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Delete contact in Wild Apricot
Removes a contact from the address book
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Create event in Wild Apricot
Adds a new contact to the contact list
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Clone event in Wild Apricot
Creates a duplicate of an existing board with all settings and elements
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Create event registration in Wild Apricot
Registers a participant for an event
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Create event registration type in Wild Apricot
Defines a new type of event registration
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Check-in event attendee in Wild Apricot
Check-in the attendee to a event
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Create invoice in Wild Apricot
Generates invoices for sales transactions
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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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What can you automate with FreshBooks + Wild Apricot?

Streamline your accounting and membership management with automated data transfers, instant invoicing, and seamless record synchronization.

What you can automate?
🔄
Sync clients into contacts instantly
Turn every new client created in FreshBooks into a contact in Wild Apricot automatically. Eliminate manual data entry between your accounting and membership platforms.
📋
Capture every submitted field
Map available invoice and membership details into separate data fields instead of just basic names. Your system records complete information for every transaction.
🔔
Alert your team immediately
Notify your finance or membership team in Slack the moment a new invoice payment or membership signup occurs. Keep stakeholders informed without chasing updates.
🔀
Route based on submitted fields
Send specific membership types to designated FreshBooks invoice categories or trigger tailored follow-ups based on form answers.
📝
Keep records updated as things change
Automatically update FreshBooks invoices when Wild Apricot memberships are modified or when contact details change in either platform.
🔍
Add or update without duplicates
Search existing customer databases before creating records, ensuring your FreshBooks and Wild Apricot accounts remain clean and free of duplicate entries.
💳
Handle later status changes
Automate responses to refunded payments, lapsed memberships, or updated project statuses across both platforms without manual tracking.
🚀
Extend your workflow to Slack
Trigger multi-app sequences where a FreshBooks invoice and Wild Apricot contact creation automatically post a summary notification directly into Slack.
And much more...

Who is FreshBooks + Wild Apricot integration for?

Finance managers, membership directors, and event coordinators eliminate manual data entry, keeping financial records and member directories perfectly aligned across both platforms.

Finance directors
Finance directors
Membership coordinators
Membership coordinators
Client success managers
Client success managers
Event administrators
Event administrators
Billing specialists
Billing specialists
Operations supervisors
Operations supervisors
📈
Finance directors
You're tracking payments and invoices in FreshBooks, but your membership records in Wild Apricot only update when someone manually exports reports, so the revenue figures you're reviewing are always a few hours behind — with this integration, every new payment updates both systems instantly and your data stays accurate.
Membership coordinators
You manage member signups and event registrations in Wild Apricot, but your billing team needs manual client creation in FreshBooks before invoicing can start, leaving new members waiting for confirmation — this integration means every new contact triggers billing records automatically without delays.
🤝
Client success managers
You answer to stakeholders who want to see active client and member metrics, but pulling figures from separate accounting and database tools takes hours every week — automating both apps means your reports pull real-time counts across FreshBooks invoices and Wild Apricot directories.
📊
Event administrators
The volume of event registrations during peak season is too high for anyone to keep up by hand, leading to missed billing entries and mismatched member lists — connecting these apps means every registration is logged across both systems simultaneously without manual oversight.
💼
Billing specialists
You own the invoicing process and depend on membership updates from upstream teams before generating FreshBooks bills, causing bottlenecks during renewal cycles — this integration means member events instantly flow into your invoicing workflow.
🗂️
Operations supervisors
You need a reliable audit history across your financial and membership platforms, but manual data transfers keep leaving gaps in your records — automating these systems means every transaction and contact creation leaves an uncompromised trail.
Our team

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Why choose Integrately to automate Wild Apricot + FreshBooks

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

1,500+ apps connected
1,500+ apps connected
Connect Wild Apricot + FreshBooks 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
Select a trigger from Google Sheets
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 Wild Apricot?
Frequently Asked Questions
You can connect FreshBooks to Wild Apricot instantly using 1-click ready workflows or Integrately AI. With 42,000+ active users and support for apps like Mailchimp, Slack, and Zoom, setting up your integration takes only minutes.
Can I automatically create a Wild Apricot contact when a FreshBooks client is created?
Frequently Asked Questions
Can I connect FreshBooks, Wild Apricot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Wild Apricot?
Frequently Asked Questions
How does FreshBooks handle client data in this integration?
Frequently Asked Questions
How does Wild Apricot manage membership records with FreshBooks?
Frequently Asked Questions
Can I set up this integration without any coding experience?
Frequently Asked Questions
Is the FreshBooks and Wild Apricot integration free?
Frequently Asked Questions
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Wild Apricot
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Sync Wild Apricot with email marketing, customer support, and form tools to enhance your organization management.