Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

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:

  • Checking if a customer exists in FreshBooks, and creating one if not, followed by generating an invoice.

  • Recording a Stripe payment against a FreshBooks customer balance.

  • Creating and emailing estimates directly to clients.

  • 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:

  • Customer

  • Invoice

  • Estimate

  • Payment

  • 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,

Hi ​@johnmathew 

Review the available Zap app triggers/actions:

 

FEEDBACK

NOTE: Customers are referred to as Clients in FreshBooks

  • Checking if a customer exists in FreshBooks, and creating one if not, followed by generating an invoice.

    • These are actions are all available

  • Recording a Stripe payment against a FreshBooks customer balance.

    • Try this Zap action: Add Payment to Invoice

      • Requires

        • Account

        • Amount

        • Client

  • Creating and emailing estimates directly to clients.

    • Try these Zap actions for Estimates:

      • Create Estimate

      • Send Estimate

      • Update Estimate

      • Find Estimate

      • Find or Create Estimate

  • Triggering bank-related automations based on categorized expenses.

    • Try these Zap steps:
      • Trigger: FreshBooks - New Expense
      • Action: Filter
      • Action: ???

 

Feature Requests

Best to submit feature requests via a ticket to Zapier Support for those to be properly logged: https://zapier.com/app/get-help

Terms & Conditions