How to Integrate Freshbooks with Other Apps Using Konnectify

Integrating Freshbooks with other applications through Konnectify can streamline your financial operations. Here’s a detailed guide:

Step 1: Connect Freshbooks

1. Log in to Konnectify: Start by logging in to your Konnectify account.

2. Navigate to Integrations: From the Konnectors page, create a New Konnector and select Freshbooks from the list of available apps in the Trigger section.

3. Authorize Freshbooks: Log in to your Freshbooks account and authorize Konnectify to access it.

Step 2: Create a Workflow

1. Start a New Workflow: Click “Create New Konnector” to get started.

2. Select a Trigger: Choose a trigger from Freshbooks that will initiate the workflow.

3. Choose an Action: Define what action should occur in another app when the trigger is activated. 

For instance, logging a new invoice in Google Sheets when it’s created in Freshbooks.

Step 3: Configure Workflow Settings

1. Map Fields: Ensure that the relevant data fields from Freshbooks are correctly mapped to those in the connected application.

2. Set Conditions (Optional): Apply specific conditions to determine when the workflow should trigger. For example, only triggering when an invoice amount exceeds a certain value.

Step 4: Activate and Monitor Workflow

1. Activate the workflow to begin automating your financial processes.

2. Monitor its performance using Konnectify’s Konnector Page, making adjustments as needed for optimal results.

Available Triggers in Freshbooks

• New Estimate Trigger: Trigger workflows when a new invoice is created in Freshbooks.

• New Project Trigger: Trigger workflows when a new project is created.

• New Invoice Trigger: Trigger workflows when a new invoice is raised.

• New Client Trigger: Trigger workflows when a new client is added to Freshbooks.

• New Expense Trigger: Trigger workflows when a new expense is logged.

For a more comprehensive list of actions and triggers, refer https://www.konnectify.co/integrations/freshbooks