FreshBooks + Steady Integration

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Steady + FreshBooks Integration

Create FreshBooks client for new Steady contact

When you create a contact in Steady, it's important to also create that client in FreshBooks. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
Steady + FreshBooks Integration

Create FreshBooks client for new Steady contact

When you create a contact in Steady, it's important to also create that client in FreshBooks. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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FreshBooks + Steady Integration
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
  • Steady
    Newsletter subscriber is created in Steady
  • Steady
    Subscription is created in Steady
  • Steady
    Publication is created in Steady
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
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