Integrate FreshBooks with Resource Guru
Send information between FreshBooks and Resource Guru automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Resource Guru whenever a new project is created in FreshBooks
Enable seamless tracking and reporting by auto-creating projects in your project management software from accounting software. This flow will initiate a new project in Resource Guru when a new project is established in FreshBooks.
How it works
- The flow triggers when a new project is created in FreshBooks.
- Zoho Flow creates a new project in Resource Guru.
Create a new project in Resource Guru whenever a new project is created in FreshBooks
FreshBooks + Resource Guru
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Supported triggers and actions
Integrate FreshBooks and Resource Guru 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
New or Updated Resource
Triggers when a resource is created or updated
New or Updated Client
Triggers when a client is created or updated
New or Updated Project
Triggers when a project is created or updated
New or Updated Booking
Triggers when a booking is created or updated
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 Booking
Creates a new booking
Create Resource
Creates a new resource
Create Project
Creates a new project
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.
What is Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
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