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FreshBooks integration

Accounting for small businesses: create and update clients, prepare draft invoices and look up invoices and expenses. It never sends invoices, records payments or charges cards.

Accounting and finance2 triggers · 10 actions
Connect FreshBooks freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Client” happens in FreshBooks, check the details with AI, then “Create Client” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Client

    Triggers when a new client is added to your FreshBooks business.

  • WHEN
    New Invoice

    Triggers when a new invoice (including drafts) is created in your FreshBooks business.

Actions

Then Calibra can do this for you
  • DO
    Create Client

    Creates a client in FreshBooks with their contact details, billing address and tax ID.

  • DO
    Update Client

    Updates a FreshBooks client. Only the fields you fill in are changed.

  • DO
    Find Clients

    Searches your FreshBooks clients by exact email or by last update date. Leave the filters empty to list all active clients.

  • DO
    Get Client

    Gets the details of a FreshBooks client: contact, billing address, tax ID and currency.

  • DO
    Create Draft Invoice

    Creates a draft invoice in FreshBooks for a client, with its line items, notes and terms. The invoice isn't sent or charged: review and send it yourself from FreshBooks.

  • DO
    Find Invoices

    Searches your FreshBooks invoices by client, status, invoice number or dates, for example to find overdue or unpaid invoices.

  • DO
    Get Invoice

    Gets a FreshBooks invoice with its status, totals, amount still due and line items.

  • DO
    Find Expenses

    Lists your FreshBooks expenses, filtered by date, vendor, client or category, for example to export them or check spending.

  • DO
    Get Expense

    Gets the details of a FreshBooks expense: date, vendor, amount, taxes, category and client.

  • DO
    Custom FreshBooks API Request (read-only)

    Makes a GET request to any read endpoint of the FreshBooks API. It can't create, send, pay or change anything.

Questions

Is the FreshBooks integration free?

Yes. FreshBooks is available on every Calibra plan, including the free plan, which needs no card.

How is FreshBooks usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect FreshBooks without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with FreshBooks for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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