Integrate FreshBooks with Simplicate

Send information between FreshBooks and Simplicate automatically, without writing any code, using Zoho Flow.

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Set up a new project in Simplicate each time a new project is initiated in FreshBooks

Enable seamless tracking and reporting by auto-creating projects in your business process management platform from accounting software. This flow will start a new project in Simplicate whenever a new project is launched in FreshBooks.

How it works
  1. The flow triggers when a new project is created in FreshBooks.
  2. Zoho Flow creates a new project in Simplicate.
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Set up a new project in Simplicate each time a new project is initiated in FreshBooks

FreshBooks + Simplicate

Build your own integrations between FreshBooks and Simplicate

Connect FreshBooks and Simplicate with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreshBooks and Simplicate 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

Employee added

Triggers when a new employee is added

Invoice created

Triggers when a new invoice is created

Person added

Trigger when a new person is added

Organization created

Trigger when a new organization is created

Contact person added

Triggers when a new contact person is added

Project created

Triggers when a new project is created

Sale recorded

Triggers when a new sale is recorded

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

Add leave

Adds a new leave for an employee

Create invoice

Creates a new invoice

Create project

Creates a new project

Record sale

Records a new sale

Add person

Adds a new person

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

CRM Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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