FreshBooks + Zenkit Integration

Integrate FreshBooks to Zenkit in one click, or tell Integrately AI how you want each invoice handled. Track grant progress, update your items, alert your team, 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
  • Zenkit
    Item is created in Zenkit Instant
  • Zenkit
    Item value is changed in Zenkit Instant
  • Zenkit
    Activity is created in Zenkit Instant
  • Zenkit
    Notification is created in Zenkit Instant
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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
  • Zenkit
    Create item in Zenkit
  • Zenkit
    Update item in Zenkit
  • Zenkit
    Search item in Zenkit
  • Zenkit
    Add comment to item in Zenkit
  • Zenkit
    Search collection in Zenkit
  • Zenkit
    Search member in Zenkit

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Ready Workflows Ready Workflows for FreshBooks + Zenkit Integration

Track invoices, organise grant items, keep workflows updated, alert your team, and send follow-ups, all in just one click.

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 + Zenkit flow

Log financial records in your databases, alert your team on messaging channels, and trigger downstream tasks across your entire stack. Pick a combination and activate it in one click.

FreshBooks
Zenkit
+
AsanaAsana (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
F
Z
A
Create an Asana task for every new FreshBooks invoice and add a matching item in Zenkit
New FreshBooks invoices instantly appear in Zenkit as items while generating a corresponding task in Asana, eliminating manual double-entry.
F
Z
A
When a FreshBooks invoice is updated, update the Zenkit item and update the task in Asana
Invoice updates in FreshBooks automatically propagate to your Zenkit item and Asana task so project managers stay informed.
F
Z
A
If a FreshBooks client is created, add a Zenkit item and create a project onboarding task in Asana
New clients in FreshBooks generate an onboarding Zenkit item and an Asana task automatically.
F
Z
A
Use Claude to summarise every new FreshBooks invoice, create a Zenkit item, and create an Asana task
Claude analyses FreshBooks invoice details to generate structured summaries for Zenkit items and Asana tasks.

Supported triggers and actions for FreshBooks and Zenkit

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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Zenkit
Zenkit Triggers & Actions
Instant
Item is created in Zenkit
Triggers the automation when a new item is created
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Instant
Item value is changed in Zenkit
Triggers the automation when an item value changes
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Instant
Activity is created in Zenkit
Triggers the automation when a new activity is created
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Instant
Notification is created in Zenkit
Triggers the automation when a notification is created
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Create item in Zenkit
Generates a new item
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Update item in Zenkit
Updates an item with new information
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Search item in Zenkit
Locates and retrieves particular item information
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Add comment to item in Zenkit
Adds a comment to a item
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Search collection in Zenkit
Searches for a collection
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Search member in Zenkit
Searches for a member with
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What can you automate with FreshBooks + Zenkit?

Streamline your accounting and workflow management by connecting every billing event to your project tracking boards.

What you can automate?
🔄
Sync FreshBooks invoices to Zenkit items
Automatically generate a new Zenkit item the moment an invoice is created in FreshBooks. Keep your project tracking aligned with your financial records without lifting a finger.
📝
Capture every submitted invoice field
Map detailed line items, client names, and payment amounts from FreshBooks straight into your Zenkit item fields. Ensure your workflow boards contain complete contextual data.
🔔
Alert your team instantly on billing events
Notify relevant team members the second an invoice payment or client is created in FreshBooks. Keep stakeholders informed without switching between platforms.
🔀
Route records based on invoice values
Trigger different actions depending on whether an invoice amount exceeds your threshold or belongs to a specific client tier. Handle high-value accounts with custom workflows.
♻️
Keep Zenkit items updated as invoices change
Propagate edits made to FreshBooks invoices directly to your corresponding Zenkit items. Maintain absolute consistency across your financial and project management records.
🔍
Search and update instead of duplicating
Check existing Zenkit collections before creating records, updating current items when matching invoices are modified in FreshBooks. Prevent clutter and duplicate entries.
💳
Handle later payment and status changes
Update Zenkit item stages automatically when invoice payments are collected or estimates are approved in FreshBooks. Keep project pipelines reflecting true financial status.
💬
Extend your workflow to Slack or Asana
Connect your FreshBooks and Zenkit core flow to Slack or Asana to post notifications or create follow-up tasks. Build multi-step pipelines that span your entire team stack.
And much more...

Who is FreshBooks + Zenkit integration for?

Grantmakers, finance teams, and nonprofit managers connecting financial records to workflow items to eliminate manual tracking and keep project progress fully visible.

Finance Directors
Finance Directors
Grant Operations Leads
Grant Operations Leads
Grantmakers and Program Managers
Grantmakers and Program Managers
Nonprofit Administrators
Nonprofit Administrators
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Finance Directors
You review financial figures to steer nonprofit budgets, but your accounting records and workflow boards only update when someone manually reconciles them, so your reported totals are always outdated — this integration means every new invoice and payment syncs instantly and your numbers stay current.
Grant Operations Leads
You need to act fast when grant applications or funding milestones change, but you find out about billing events hours later because of manual data entry delays — automating both apps means grant items and invoices update together so you never miss a critical deadline.
🤝
Grantmakers and Program Managers
You answer to board members and external partners who want to see real-time project progress, but compiling status reports requires digging across disconnected software systems — connecting these apps means every funding stage and financial record aligns automatically for effortless reporting.
📊
Nonprofit Administrators
The volume of incoming donations, invoices, and client records is too high for anyone to keep up with by hand, leading to missed follow-ups and misplaced data entries — automating both apps means every submission lands in its proper place without manual intervention.
🔄
Project Coordinators
You own the project delivery phase and depend on finance teams to hand over client billing details before you can start work, causing avoidable project bottlenecks — this integration means workflow items are created the moment an invoice or client is logged so your team starts immediately.
📋
Compliance Officers
You need a reliable history of every financial transaction and project activity for audits, but you keep finding gaps between accounting software and tracking logs — automating both apps means your audit trails are complete, accurate, and created without manual effort.
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 + Zenkit

Build and manage your FreshBooks + Zenkit 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 + Zenkit 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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in $19.99

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Frequently Asked Questions

How do I connect FreshBooks to Zenkit?
Frequently Asked Questions
You can connect FreshBooks to Zenkit in 1 click using ready workflows or ask Integrately AI to build your integration with apps like Slack, Stripe, and Asana.
Can I automatically create a Zenkit item from a new FreshBooks invoice?
Frequently Asked Questions
Can I connect FreshBooks, Zenkit, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Zenkit?
Frequently Asked Questions
How does FreshBooks handle invoice data during integration?
Frequently Asked Questions
How does Zenkit receive items from FreshBooks automations?
Frequently Asked Questions
Can I automate this workflow without coding skills?
Frequently Asked Questions
Is the FreshBooks and Zenkit integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

FreshBooks
Popular FreshBooks Integrations
Connect FreshBooks to accounting, payment, and invoicing tools to streamline financial management and billing operations.
Zenkit
Popular Zenkit Integrations
Sync Zenkit with project management, database, and CRM tools to keep your collaborative workflows and team items connected.
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Zenkit Integrations arrow right
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