An automated workflow using integromat
Connects Zoho Invoice + FreshBooks
Create FreshBooks invoice from Zoho Invoices
About this workflow template
This automation scenario allows you to connect Zoho Invoice and FreshBooks
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Invoice and FreshBooks can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho Invoice
Watch Invoices in Zoho Invoice
Trigger when an invoice is created or updated.
Then this action happens in FreshBooks
Create an Invoice in FreshBooks
Creates a new invoice.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create FreshBooks invoice from Zoho Invoices.
Part I
Configure Applications
First, we need to connect Zoho Invoice and FreshBooks to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Invoice to Make.com.
Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.
Connect FreshBooks to Make.com.
Give Make.com access to your FreshBooks account, using FreshBooks credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoho Invoice
Choose the following trigger: Watch Invoices (Trigger when an invoice is created or updated.).
Then set up an Action for FreshBooks
Choose this action: Create an Invoice (Creates a new invoice.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Invoice and FreshBooks.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create FreshBooks invoice from Zoho Invoices!
Related Automation Templates
Supported triggers and actions
New invoice
Trigger on a new invoice (with line item support).
triggerbyzapierpabbly-connectWatch invoices
Trigger when an invoice is created or updated.
triggerbyintegromatNew estimate
Triggers when a New Estimate is Created.
triggerbyzapierWatch contacts
Triggers when a contact is created or updated.
triggerbyintegromatNew contact
Triggers when a new Contact is added.
triggerbyzapierWatch items
Triggers when an item is created or updated.
triggerbyintegromat
Create invoice
Creates an Invoice.
actionbyzapierintegratelypabbly-connectalbatoCreate client
Creates a new client.
actionbyzapierintegratelypabbly-connectalbatoCreate or update client
Updates an existing client based on email. Optionally create a client if one is not found with matching email.
actionbyzapierAdd payment to invoice
Adds payment to invoice.
actionbyzapierintegratelypabbly-connectCreate expense
Creates new expense.
actionbyzapierintegratelypabbly-connectCreate time entry
Creates new time entry.
actionbyzapierintegratelypabbly-connect
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
