FreshBooks, ready to run.
The FreshBooks integration gives an operation the billing picture behind a client. Floowed reads the client, the invoices and the payments against them, checks the case against your rules, and records the outcome back in FreshBooks.
What it does.
What Floowed reads from FreshBooks
- Clients and their contact details
- Invoices, estimates and their status
- Payments recorded against invoices
- Expenses and the receipts attached to them
What it writes back
- A new client, once onboarding clears
- A draft invoice or estimate, where the case creates one
- A note on the client recording the outcome and its reason
- The supporting document, attached where FreshBooks allows
FreshBooks is built around service businesses billing clients, so it fits operations like client onboarding, retainer checks and refund requests. Keep a person on anything that sends an invoice to a client, since FreshBooks can email it straight out.
How it connects.
- 1
Connect FreshBooks
Using OAuth, approved by an admin. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with FreshBooks?
Yes. Your admin approves the connection with OAuth, and Floowed works with the clients, invoices, payments and expenses in that account.
What can Floowed do in FreshBooks?
It reads a client's invoices and payment history as evidence for a case, creates clients or draft invoices when the rules say so, and leaves a note explaining why.
Is my FreshBooks data secure?
Floowed only gets the access it needs in FreshBooks, never stores a password, and logs every read and write with the reason.
What does the FreshBooks integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with FreshBooks. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.