BambooHR + FreshBooks Integration

Integrate BambooHR to FreshBooks in one click, or tell Integrately AI how you want each employee handled. Add clients, create projects, log staff members, and streamline your HR-to-accounting workflow automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • BambooHR
    Candidate is created in BambooHR
  • BambooHR
    New employee is created in BambooHR
  • BambooHR
    New time off request is received in BambooHR
  • BambooHR
    Holiday is taken by employee in BambooHR
  • BambooHR
    Report is changed in BambooHR
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
Arrow Right
2.
  • BambooHR
    Create candiadate in BambooHR
  • BambooHR
    Create Employee in BambooHR
  • BambooHR
    Update employee in BambooHR
  • BambooHR
    Respond to time off request in BambooHR
  • BambooHR
    Get candidate by ID in BambooHR
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks

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Ready WorkflowsReady Workflows   for BambooHR + FreshBooks Integration

Capture new employees, create matching clients, log time entries, update projects, and sync invoices, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
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Connect more apps to your BambooHR + FreshBooks flow

Send notifications to your team, schedule onboarding events, process documents, and track follow-up tasks across your stack. Pick a combination and activate it in one click.

BambooHR
FreshBooks
+
SlackSlack (8)
+
Google CalendarGoogle Calendar (8)
+
GustoGusto (8)
+
GmailGmail (8)
+
DocuSignDocuSign (8)
+
AsanaAsana (8)
B
F
S
When a new employee is created in BambooHR, create a client in FreshBooks and notify your team on Slack.
New employee records in BambooHR instantly generate clients in FreshBooks while your team gets notified in Slack.
B
F
S
When a new time off request is received in BambooHR, log a time entry in FreshBooks and alert your manager channel in Slack.
Time off requests in BambooHR record time logs in FreshBooks and notify your manager channel on Slack.
B
F
S
When a candidate is created in BambooHR, create a project in FreshBooks and post the update in Slack.
Candidates added in BambooHR initialize FreshBooks projects and notify your team in Slack.
B
F
S
Create a FreshBooks estimate for every BambooHR report change, and notify your finance channel in Slack.
Report changes in BambooHR trigger FreshBooks estimates and alert your finance channel in Slack.
B
F
S
If an employee holiday is taken in BambooHR, add an expense in FreshBooks and notify your team in Slack.
Holiday records in BambooHR generate FreshBooks expenses and alert your team in Slack.
B
F
S
When an invoice is created in FreshBooks, update the employee in BambooHR and notify your accounting channel in Slack.
FreshBooks invoices update employee records in BambooHR and notify your accounting channel in Slack.
B
F
S
Use Claude to summarise new BambooHR employee profiles, create a FreshBooks client, and post the summary in Slack.
Claude summarises BambooHR employee data, creates a FreshBooks client, and posts the summary in Slack.
B
F
S
When a new employee is created in BambooHR, create a FreshBooks client and notify your team in Slack.
New employee records in BambooHR generate FreshBooks clients and notify your team in Slack.

Supported triggers and actions for BambooHR and FreshBooks

Mix and match to build the exact automation you need

BambooHR
BambooHR Triggers & Actions
Candidate is created in BambooHR
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New employee is created in BambooHR
Triggers the automation when a new employee is added
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New time off request is received in BambooHR
Triggers the automation when a new time off request is received
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Holiday is taken by employee in BambooHR
Triggers the automation when an employee takes a holiday
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Report is changed in BambooHR
Triggers the automation when a report is changed
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Create candiadate in BambooHR
Adds a new candidate to the system
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Create Employee in BambooHR
Adds a new contact to the contact list
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Update employee in BambooHR
Updates employee information in real-time
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Respond to time off request in BambooHR
Responds to a time off request
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Get candidate by ID in BambooHR
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FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
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Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
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Create client in FreshBooks
Generates a new client profile
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Search customer in FreshBooks
Locates and retrieves customer information
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Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
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Create expense in FreshBooks
Generates a new expense record
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Create estimate in FreshBooks
Adds a new contact to the contact list
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Create project in FreshBooks
Creates a new project
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What can you automate with BambooHR + FreshBooks?

Streamline your operations by connecting employee records, client profiles, time tracking, and financial workflows between BambooHR and FreshBooks.

What you can automate?
👤
Create FreshBooks clients from new BambooHR employees
Automatically set up a new client profile in FreshBooks the moment an employee is added in BambooHR. Eliminate manual data entry between your HR and accounting platforms.
📋
Capture every submitted field across platforms
Map comprehensive employee and project details from BambooHR straight into FreshBooks invoices and client records, ensuring complete data visibility.
🔔
Alert your team instantly on new records
Notify your finance or management channel as soon as a new employee or time entry is processed between BambooHR and FreshBooks.
🔀
Route records based on submitted criteria
Apply conditional logic to send specific employee roles or departments to designated FreshBooks client categories or project setups.
🔄
Keep destination records continuously updated
Synchronize updates made to employee profiles in BambooHR with corresponding client or staff member entries in FreshBooks automatically.
🚫
Prevent duplicates with intelligent matching
Search existing FreshBooks clients and projects before creating new entries, ensuring your accounting database remains clean and organized.
💳
Manage status changes and payments seamlessly
Handle downstream milestones such as invoice payments or project updates triggered by HR events in BambooHR and FreshBooks.
🔗
Extend your workflow to messaging and tasks
Connect your BambooHR and FreshBooks core flow with Slack or Asana to notify stakeholders and assign follow-up action items.
And much more...

Who is BambooHR + FreshBooks integration for?

Connecting BambooHR and FreshBooks eliminates manual data entry between HR and accounting, ensuring your financial records, client lists, and project allocations always match your team structure.

HR Managers
HR Managers
Payroll Specialists
Payroll Specialists
Agency Directors
Agency Directors
Operations Leads
Operations Leads
Project Managers
Project Managers
Finance Directors
Finance Directors
👥
HR Managers
You're onboarding new staff in BambooHR, but their details never reach your accounting system without manual exports, leaving your client databases out of sync — this integration means every new employee automatically creates a FreshBooks client so your billing records are instantly accurate.
💰
Payroll Specialists
You're tracking employee hours and compensation in BambooHR, but matching those records to FreshBooks invoices requires tedious cross-referencing, leading to delayed billing cycles — with this integration, time entries and project logs flow seamlessly into accounting to speed up client invoicing.
📊
Agency Directors
You're managing growing teams and client projects across BambooHR, but tracking billable hours against FreshBooks budgets is always lagging behind, making financial reporting unreliable — automating both apps means your project resource data and accounting metrics stay perfectly aligned in real time.
⚙️
Operations Leads
You're processing candidate hires and staff changes in BambooHR in high volume, but updating FreshBooks profiles by hand causes frequent duplicate entries and missing client profiles — connecting these apps means your team accounts are updated instantly without manual data entry errors.
📋
Project Managers
You're assigning staff members to new projects in BambooHR, but project managers find out too late to update FreshBooks project hours and billing milestones, risking project profitability — automating both apps means every staff change updates your accounting workflows without delay.
📉
Finance Directors
You're auditing staff expenses and time logs in BambooHR, but finding gaps between HR records and FreshBooks financial entries takes hours of manual reconciliation — this integration means your financial history remains complete, verified, and accessible across systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate BambooHR + FreshBooks

Build and manage your BambooHR + FreshBooks automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect BambooHR + FreshBooks with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect BambooHR to FreshBooks?
Frequently Asked Questions
You can connect BambooHR to FreshBooks using ready-made workflows or by asking Integrately AI to build the automation. You can also integrate apps like Slack, Google Calendar, and Gusto with 1-click setup.
Can I automatically create FreshBooks clients when new employees are added in BambooHR?
Frequently Asked Questions
Can I connect BambooHR, FreshBooks, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and FreshBooks?
Frequently Asked Questions
How are employee time off requests handled between BambooHR and FreshBooks?
Frequently Asked Questions
Can FreshBooks invoice payments update BambooHR employee records?
Frequently Asked Questions
Do I need coding skills to automate BambooHR and FreshBooks?
Frequently Asked Questions
Is the BambooHR and FreshBooks integration free?
Frequently Asked Questions
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