Hi Zapier Community,
I’m reaching out on behalf of The Ledger Labs, where we specialize in helping businesses automate their accounting and finance operations.
We’d love to see a deeper FreshBooks integration on Zapier to better support use cases that are critical for accounting automation. Some of the workflows we’re hoping to automate include:
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Checking if a customer exists in FreshBooks, and creating one if not, followed by generating an invoice.
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Recording a Stripe payment against a FreshBooks customer balance.
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Creating and emailing estimates directly to clients.
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Triggering bank-related automations based on categorized expenses.
It would be amazing if the integration supports OAuth 2.0 authentication and full CRUD capabilities (Browse, Read, Edit, Add, Delete) for key FreshBooks objects like:
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Customer
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Invoice
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Estimate
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Payment
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Bill
These features would be hugely beneficial for small to medium businesses looking to streamline their finance functions. We’re seeing growing demand from clients, and we think this could be a valuable addition to the Zapier platform.
Looking forward to hearing if this is on the roadmap or if there are any existing workarounds!
Thanks,
