Freshbooks integration + automation

Integrate Freshbooks with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Freshbooks and any other API, database, webhook, and more.

Integrations

Easy FreshBooks integrations

Improve financial visibility and take full control of your accounting data with the low-code Tray Platform. We empower anyone to easily build FreshBooks integrations using our 100% visual, drag-and-drop builder. Now you can connect FreshBooks and any other application across your tech stack without the need for IT support.

Need a FreshBooks connector? The Tray Platform lets you flow FreshBooks data across any application and any data source, including flat files (such as CSVs), webhooks, email, FTP, and any cloud-based tool, even using data within custom fields.

Furthermore, you can stand up custom FreshBooks automation and make accounting operations more efficient. Now you can rapidly deploy powerful, multi-step workflows that connect any number of applications, kicking off any operation. With the Tray Platform, you can make financial planning a breeze, streamline bookkeeping tasks, and scale mission-critical finance processes.

Automation

FreshBooks automation for any use case

Rapidly build custom FreshBooks automation and scale invoice management, order processing, cash flow operations, or any other accounting processes. The Tray Platform empowers any business user to seamlessly flow data between the FreshBooks API and any application in their tech stack, including their CRM, helpdesk, e-commerce platform, payroll service, HR software, and many more.

Utilize our full library of pre-built connectors, data helpers, and custom logic operators to build custom FreshBooks automation that fits your exact need. Business users in finance, accounting, supply chain, e-commerce, revenue operations, and other roles across the organization trust the Tray Platform to flow their most sensitive financial and accounting data anywhere they need.

Up-level your accounting operations with FreshBooks automation. Now you can create multi-step workflows that trigger any operation between any combination of tools. Accelerate approval processes for invoices and expense reports with alerts to relevant stakeholders. Dynamically sync bookkeeping data such as invoices, bank details, payroll, and balance sheets across all your applications.

Use cases

Heavy-duty FreshBooks use cases

The Tray Platform makes it easy for any business user to stand up customized FreshBooks integrations. And it’s powerful enough for technical users to handle heavy-duty data jobs that process billions of data records daily. We built our platform on elastic, serverless architecture so your workflows automatically scales as your data needs evolve.

Streamline e-commerce payment processes by automatically syncing invoices across Freshbooks after a customer transaction. Streamline the quote-to-cash process by bi-directionally syncing Freshbooks and your CRM to accelerate approvals. Automatically send reminders to customers for past-due invoices. You can build customized automation for any use case with all your important applications such as Zendesk, WordPress, Shopify, Quickbooks, PayPal, HubSpot, WooCommerce, Xero, Harvest, Asana, Salesforce, Stripe, Toggl, and many others.

Security teams trust our platform because we offer enterprise-grade security, including SOC 2 Type 2-certification, and full compliance with data privacy regulations, including GDPR, CCPA, and HIPAA.

Popular Freshbooks integrations

Freshbooks and Salesforce

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Freshbooks Connector Details

UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Freshbooks connector available at the moment.

To get data in and out of Freshbooks, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance