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Insightly & Fresh Books Integrations - Integrate in Next 5 Mins

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  • Triggers(21)
  • Actions & Searches(25)

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When this happens
  • Contact is created in Insightly
  • Task is created in Insightly
  • Lead is created in Insightly
  • Opportunity is created in Insightly
  • Organisation is added in Insightly
  • Project is created in Insightly
  • Contact is updated in Insightly
  • Lead is updated in Insightly
  • Organisation is updated in Insightly
  • Client is created in Fresh Books
    Instant
  • Invoice is created in Fresh Books
    Instant
  • Invoice Payment is created in Fresh Books
    Instant
  • Estimate is created in Fresh Books
    Instant
  • Expense is created in Fresh Books
    Instant
  • Filtered Invoice is created in Fresh Books
  • Project is created in Fresh Books
    Instant
  • Staff Member is created in Fresh Books
  • Time Entry is created in Fresh Books
    Instant
  • Estimate is updated in Fresh Books
    Instant
  • Invoice is updated in Fresh Books
    Instant
  • Project is updated in Fresh Books
    Instant
Do this
  • Search user in Insightly
  • Search contact in Insightly
  • Search organisation in Insightly
  • Search project in Insightly
  • Search lead in Insightly
  • Search opportunity in Insightly
  • Create contact in Insightly
  • Create task in Insightly
  • Create lead in Insightly
  • Create organisation in Insightly
  • Create project in Insightly
  • Create opportunity in Insightly
  • Create invoice in Fresh Books
  • Create other income in Fresh Books
  • Update invoice in Fresh Books
  • Add payment to invoice in Fresh Books
  • Create client in Fresh Books
  • Create estimate in Fresh Books
  • Create expense in Fresh Books
  • Create project in Fresh Books
  • Create time entry in Fresh Books
  • Send invoice in Fresh Books
  • Update client in Fresh Books
  • Search customer in Fresh Books
  • Search invoice in Fresh Books

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