bexio + FreshBooks Integration

Integrate bexio to FreshBooks in one click, or tell Integrately AI how you want each invoice handled. Keep your accounting synchronized, manage clients, update projects, and track payments automatically.

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1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • 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
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2.
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
  • 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 Workflows Ready Workflows for bexio + FreshBooks Integration

Sync invoices, create clients, track time entries, update projects, and manage payments, all in just one click.

Most popular automationsmost-popular-automations
FreshBooks + bexio Integration

Create bexio contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use bexio to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, a corresponding contact will be created in bexio.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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bexio + FreshBooks Integration

Create FreshBooks client for new bexio contact

In order to keep your accounting and customer records in sync, when you create a contact in bexio, this automation will automatically create a client in FreshBooks.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with bexio and FreshBooks!
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bexio + FreshBooks Integration

Create FreshBooks client from new bexio company

If you have created a company in bexio, it's important to create a client in FreshBooks. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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FreshBooks + bexio Integration

Create bexio company from new FreshBooks invoice

If you're a small business owner who uses FreshBooks to manage your finances, you may be wondering if there's a way to automatically create a company profile in bexio whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with bexio and FreshBooks!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + FreshBooks flow

Send notifications to your team, log transactions in CRMs, and organize tasks across your stack once invoices or clients sync. Pick a combination and activate it in one click.

bexio
FreshBooks
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
TrelloTrello (3)
B
F
S
Create a FreshBooks invoice when an invoice is created in bexio, and create a customer in Stripe.
New bexio invoices instantly generate matching FreshBooks invoices and Stripe customer profiles without manual data entry.
F
B
S
When an invoice is created in FreshBooks, create an invoice in bexio and record a charge in Stripe.
FreshBooks invoices automatically trigger corresponding bexio records and Stripe charges as soon as they are issued.
B
F
S
If a bexio invoice is created, update the FreshBooks invoice status and create a Stripe payment link.
New bexio invoices update FreshBooks records and generate instant Stripe payment links for clients.

Supported triggers and actions for bexio and FreshBooks

Mix and match to build the exact automation you need

bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
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Create sales order in bexio
Generates a new sales order with pre-filled details
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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
Try it →
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 bexio + FreshBooks?

Streamline your billing, client onboarding, and project tracking with automated workflows connecting bexio and FreshBooks.

What you can automate?
🔄
Sync invoices between bexio and FreshBooks instantly
Generate matching invoices automatically across both platforms the moment a billing record is created. Eliminate manual data entry and keep your accounting systems perfectly synchronized.
📋
Capture every submitted invoice field and line item
Map complete line items, tax details, and client notes from bexio straight into FreshBooks. Ensure your financial documents contain exact data without truncation.
🔔
Notify your finance team as soon as invoices sync
Trigger instant team alerts in Slack or via email whenever a new invoice or client record is created across your accounting platforms. Keep stakeholders informed in real time.
🔀
Route records based on submitted invoice values
Apply conditional rules to send high-value invoices to VIP client folders while standard billing flows through normal channels. Customize your automation logic effortlessly.
✏️
Keep destination records updated as details change
Automatically propagate invoice edits and client updates from bexio to FreshBooks without manual intervention. Ensure your financial databases never drift out of sync.
🔍
Search and update existing client profiles
Prevent duplicate records by searching for existing clients in FreshBooks before creating new profiles from bexio data. Maintain pristine customer databases.
💳
Handle payment status changes and updates
Reflect invoice payments, estimate approvals, and project milestones across both apps the moment a status changes. Keep your accounts receivable accurate and up to date.
🔌
Extend your accounting flow to external tools
Connect your core bexio and FreshBooks integration with Slack, Stripe, or Gmail to notify teams, collect payments, and send client communications automatically.
And much more...

Who is bexio + FreshBooks integration for?

Connecting bexio and FreshBooks eliminates manual data re-entry, helping finance teams, project managers, and business owners maintain accurate financial records.

Financial controllers
Financial controllers
Project managers
Project managers
Client service directors
Client service directors
Billing specialists
Billing specialists
Sales representatives
Sales representatives
Operations leads
Operations leads
📈
Financial controllers
You review financial reports and reconcile accounts across platforms, but your ledgers only update when someone manually exports invoices, so your cash flow figures are always hours behind — this integration means every new invoice lands in both systems instantly and your numbers stay current.
Project managers
You track project deliverables and client budgets in bexio, but billing updates in FreshBooks take too long to reach your team, so you discover project discrepancies too late — automating both apps means project milestones and invoices sync immediately and your team acts with full visibility.
🤝
Client service directors
You answer to key clients who want immediate confirmation of billing and project updates, but manual data transfers cause frustrating delays, so clients receive outdated status reports — connecting these apps means client records update in real time and every stakeholder stays fully informed.
📊
Billing specialists
You process high volumes of client invoices and payment records every week, but manual data entry between accounting tools leads to constant bottlenecks, so your team falls behind during peak cycles — with this integration, every invoice and payment syncs automatically and your processing capacity scales effortlessly.
💼
Sales representatives
You close new deals and depend on the finance team to set up client accounts in bexio, but hand-off delays stall your customer onboarding, so clients wait too long for their first invoice — automating both apps means client profiles transition smoothly from sales to billing without friction.
🗂️
Operations leads
You audit financial histories and maintain compliance across business systems, but manual recordkeeping leaves persistent data gaps, so your audit logs are never complete — this integration means every transaction creates a reliable audit trail across both platforms.
Our team

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Why choose Integrately to automate bexio + FreshBooks

Build and manage your bexio + 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 bexio + 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.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect bexio to FreshBooks?
Frequently Asked Questions
You can connect bexio to FreshBooks in one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Slack, Gmail, and 1,500+ other apps.
Can I automatically sync invoices between bexio and FreshBooks?
Frequently Asked Questions
Can I connect bexio, FreshBooks, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and FreshBooks?
Frequently Asked Questions
How does bexio handle invoice and client data during synchronization?
Frequently Asked Questions
How does FreshBooks manage projects and time entries during automation?
Frequently Asked Questions
Can I set up these integrations without any coding knowledge?
Frequently Asked Questions
Is the bexio and FreshBooks integration free?
Frequently Asked Questions
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FreshBooks
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Sync FreshBooks with payment gateways, project management apps, and email tools to streamline your billing workflow.