Integrate FreshBooks with Insightful
Send information between FreshBooks and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Insightful whenever a new project is created in FreshBooks
Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from accounting software. This flow will set up a new project in Insightful each time a new project is initiated in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful whenever a new project is created in FreshBooks
FreshBooks + Insightful
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Supported triggers and actions
Integrate FreshBooks and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
Payment added
Triggers when a new payment is added
Invoice created
Triggers when a new invoice is created
Time entry added
Triggers when an new time entry is added
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create project
Creates a new project
Create expense
Creates a new expense
Create client
Creates a new client
Create task
Creates a new task
Update client
Updates the details of an existing client
Update task
Updates the details of an existing task
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Fetch estimate
Fetches the details of an existing estimate by number
Fetch invoice
Fetches the details of an existing invoice by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
Create employee
Creates a new employee
Create team
Creates a new team
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Deactivate employee
Deactivates an existing employee
Fetch team
Fetches the details of an existing team using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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