Deskera + FreshBooks Integration

Integrate Deskera to FreshBooks in one click, or tell Integrately AI how you want each invoice handled. Create invoices, sync client records, track payments, and update your accounting books automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • 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.
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • 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 Deskera + FreshBooks Integration

Create invoices, sync client records, track payments, log expenses, and update your accounting books, all in just one click.

Most popular automationsmost-popular-automations
FreshBooks + Deskera Integration

Create Deskera contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use Deskera 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 Deskera.

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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Deskera + FreshBooks Integration

Create FreshBooks client for new Deskera contact

In order to keep your accounting and customer records in sync, when you create a contact in Deskera, 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 Deskera and FreshBooks!
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FreshBooks + Deskera Integration

Create Deskera account 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 account profile in Deskera whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Deskera 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 Deskera + FreshBooks flow

Keep your financial tools, team channels, and customer platforms updated the moment accounting data moves between Deskera and FreshBooks. Pick a combination and activate it in one click.

Deskera
FreshBooks
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (2)
+
ShopifyShopify (2)
+
GmailGmail (2)
+
SlackSlack (2)
+
TrelloTrello (2)
S
F
D
When a payment succeeds in Stripe, create an invoice in FreshBooks and log the payment entry in Deskera
Stripe payment data flows directly into FreshBooks and Deskera as a new invoice and payment entry, eliminating manual bookkeeping.
S
F
D
When a new client is created in Stripe, create the client in FreshBooks and add the contact in Deskera
New Stripe customers are automatically registered in FreshBooks and Deskera as clients and contacts.
S
F
D
When a refund is issued in Stripe, update the invoice in FreshBooks and create a credit note in Deskera
Stripe refunds instantly update your FreshBooks invoice status and generate a credit note in Deskera.

Supported triggers and actions for Deskera and FreshBooks

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it โ†’
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it โ†’
Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
Try it โ†’
Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
Try it โ†’
Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
Try it โ†’
Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
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Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
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Quotation is created in Deskera
Activates the automation when a new quotation is created
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Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
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Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it โ†’
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it โ†’
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it โ†’
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it โ†’
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it โ†’
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it โ†’
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it โ†’
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
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Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
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Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it โ†’
Contact is created in Deskera
Triggers the automation when a new contact is created
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CRM Contact is created in Deskera
Try it โ†’
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
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Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it โ†’
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it โ†’
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Search invoice in Deskera
Searches for an invoice
Try it โ†’
Create payment entry in Deskera
Creates a new payment entry
Try it โ†’
Create contact in Deskera
Adds a new contact to the database
Try it โ†’
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
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Search contact in Deskera
Finds and retrieves contact information
Try it โ†’
Search CRM contact in Deskera
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Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
Try it โ†’
Create quotation in Deskera
Generates a new quotation with predefined details
Try it โ†’
Update contact in Deskera
Updates contact information with new details
Try it โ†’
FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
Try it โ†’
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
Try it โ†’
Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
Try it โ†’
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 โ†’
Create client in FreshBooks
Generates a new client profile
Try it โ†’
Search customer in FreshBooks
Locates and retrieves customer information
Try it โ†’
Update client in FreshBooks
Updates client information
Try it โ†’
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
Try it โ†’
Create estimate in FreshBooks
Adds a new contact to the contact list
Try it โ†’
Create project in FreshBooks
Creates a new project
Try it โ†’

What can you automate with Deskera + FreshBooks?

Streamline your accounting operations with powerful automated workflows connecting Deskera and FreshBooks.

What you can automate?
๐Ÿงพ
Sync invoices between Deskera and FreshBooks
Automatically generate a corresponding invoice in FreshBooks whenever a sales invoice is created in Deskera. Eliminate double-entry bookkeeping across your financial tools.
๐Ÿ“‡
Synchronise client and contact records
Map customer details between Deskera and FreshBooks so that new contacts in one platform immediately appear as clients in the other. Keep your customer database unified.
๐Ÿ””
Alert your team about new payments
Send instant notifications to your finance team whenever a payment entry is created in Deskera or an invoice payment is logged in FreshBooks.
๐Ÿ”€
Route records based on invoice amount
Apply conditional logic to your billing workflows so that high-value invoices trigger priority handling or executive notifications while standard invoices process normally.
๐Ÿ”„
Keep financial records up to date
Automatically update existing invoices in FreshBooks or Deskera when adjustments, status changes, or edits occur in either platform.
๐Ÿ”
Search and prevent duplicate entries
Search for existing contacts or invoices before creating new records, ensuring your accounting databases remain clean and free of duplicates.
๐Ÿ’ณ
Handle payment and credit note updates
Automatically record credit notes, debit notes, or payment entries across both platforms the moment a financial adjustment is processed.
๐Ÿ’ฌ
Extend your workflow to Slack
Connect your Deskera and FreshBooks accounting flow to Slack to post instant financial updates and payment alerts directly into your team channels.
And much more...

Who is Deskera + FreshBooks integration for?

Connect your accounting platforms to eliminate manual data entry, streamline financial reporting, and keep all your billing records perfectly synchronised.

Financial analysts
Financial analysts
Accountants and bookkeepers
Accountants and bookkeepers
Business owners
Business owners
Operations managers
Operations managers
Sales team leads
Sales team leads
Customer success managers
Customer success managers
๐Ÿ“ˆ
Financial analysts
You pull reports from multiple accounting systems but your revenue spreadsheets only update when someone manually exports records, so the figures you review are always outdated โ€” automating both apps means every new invoice and payment syncs instantly and your financial models stay accurate.
โšก
Accountants and bookkeepers
You need to reconcile billing data across platforms rapidly, and you find out about missing entries too late โ€” integrating these apps means every transaction lands in your ledgers automatically and your month-end closing finishes without stress.
๐Ÿ“‹
Business owners
You answer to stakeholders who want to see real-time revenue progress, but manual data transfers leave gaps in your financial visibility โ€” this integration means every invoice and payment updates across your software stack instantly.
๐Ÿ”„
Operations managers
The volume of invoices and client records is too high for anyone to keep up by hand, leading to costly data entry mistakes โ€” connecting these apps means routine billing tasks run in the background without human intervention.
๐Ÿ‘ฅ
Sales team leads
You own customer onboarding and depend on billing staff to create client accounts, causing bottlenecks in your sales pipeline โ€” with this integration, new clients created in one system appear in the other immediately.
๐Ÿ—‚๏ธ
Customer success managers
You need a reliable history of client payments and invoices, but keep finding discrepancies between platforms โ€” automating both apps means your customer billing records remain consistent and complete at all times.
Our team

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Why choose Integrately to automate Deskera + FreshBooks

Build and manage your Deskera + 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 Deskera + 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 โ€” 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?

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Connect Accounts
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Frequently Asked Questions

How do I connect Deskera to FreshBooks?
Frequently Asked Questions
You can connect Deskera to FreshBooks in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Stripe, QuickBooks Online, Shopify, Gmail, Slack, and Trello.
Can I automatically sync invoices between Deskera and FreshBooks?
Frequently Asked Questions
Can I connect Deskera, FreshBooks, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and FreshBooks?
Frequently Asked Questions
How are new contacts handled in Deskera and FreshBooks?
Frequently Asked Questions
Can I track payments and update invoices automatically?
Frequently Asked Questions
Do I need coding skills to automate Deskera and FreshBooks?
Frequently Asked Questions
Is the Deskera and FreshBooks integration free?
Frequently Asked Questions
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