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FreshBooks

Use Flowgear's pre-built connector to integrate with FreshBooks
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Unlock the true capabilities of FreshBooks

FreshBooks streamlines financial, inventory, and fulfillment processes for modern businesses.

Flowgear connects FreshBooks to ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Popular examples and use cases

Share Data Across The Entire Organization with a Single Source of Truth
Centralize Core Data
Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.
Eliminate Duplicate Entry
Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.
Real Time Analytics
Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.
Automate Data Capture From Flat Files (PDF, CSV, Excel)
Automate Flat File Ingestion
Flowgear watches inboxes or folders and ingests new PDF, CSV, or Excel files, routing them automatically.
AI Data Extraction
OCR and parsers pull header and line item details straight into the target system, boosting accuracy.
Exception Alerts
Failed parses trigger Slack or email notifications so issues are fixed quickly.
Finance
Automated Invoicing
Closed won deals or fulfilled orders instantly generate accurate invoices.
Payment Status Sync
When customers pay, Flowgear posts receipts back to CRM and analytics.
Credit Limit Enforcement
Live credit checks during quoting prevent risky deals.
Sales
Quote to Order Automation
Reps convert approved quotes into ERP orders with one click, eliminating re keying.
Live Price and Stock Insight
Real time ERP pricing and inventory appear inside the quote.
360 Account View
Finance and support data surface in CRM for full context.
Operations
Forecast Driven Procurement
Pipeline quantities feed planning to cut stockouts.
Shipment Tracking Updates
ERP tracking numbers update CRM and notify customers.
Low Stock Alerts
Threshold breaches trigger reorder alerts.

Free Proof of Concept for your FreshBooks Integration

Not sure how the FreshBooks integration would work on your own systems? Test before you buy!
See the FreshBooks integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.
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Need a specific integration?

We’re able to use our technology connectors or RPA (Robotic Process Automation) to integrate to any product that has an API, SDK, database, website or even desktop app.

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How to videos

Enterprise API to ConnectWise Manage
Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.

Help Articles

Freshbooks

How to integrate into FreshBooks via it's REST API

Read more

Benefits of using this connector

Integrations quickly become a critical component in a business so stability is incredibly important.

Third Party endpoints like FreshBooks are frequently updated, which if unmanaged, can result in downtime. Hand-coded integrations require frequent review or dependence on a third party integrator making it difficult to avoid breaking changes.
The Flowgear FreshBooks is a robust wrapper around the underlying API or database and new versions of this Connector are shipped as the vendor releases updates. This approach minimizes overhead and ensures integrations remain functional across vendor product updates.

Avoid complex API documentation, deliver solutions in 25% of the time compared to hand code.

Each Flowgear connector includes a set of Samples.

These samples visually surface all the features, objects and fields made available by the FreshBooks API, including any customized objects.

Example: “Create Contact” quickly filter through 3500 Salesforce Objects.

See Video - Salesforce Samples
  • Avoid down-time or disruption caused by brittle hand coded solutions or plug-ins
  • Connectors and workflows are frequently updated and maintained
  • Speed of deployment – 75% faster than hand coding
  • All your current and future integrations are built and maintained on one platform
  • Achieve a conservative cost reduction of between 40% – 60% as compared with a hand coded equivalent
  • Empowers non-technical team members to understand and contribute to the process
  • Let Flowgear handle automation so you can focus on growing your business
  • Improve security, reliability and control the process end-end
  • Automate acquisition of data from any app, service, file, or database
  • Code-free, visual mapping of data
  • No FTP or file -based intermediaries
  • Data is encrypted in transit and at rest
  • Integrate with both on-premises and cloud-based systems (or a hybrid thereof)
  • Secure, API-led platform, 100% compliant with GDPR and other data privacy laws
  • Synchronize data between FreshBooks and your other business applications
  • Ensure data integrity and validation
  • Eliminate manual data entry from other applications

Shared Workflows examples

Convert Freshbooks clients to Salesforce accounts

View shared workflow

Technical Specifications

  • FreshBooks account (a trial account can also be used)
  • Understanding of XML
  • A test FreshBooks Company to build against

Flowgear excels against Magic Quadrant leaders

See what Gartner and G2 Crowd have to say.

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Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

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