FreshBooks + SMTP Integration

Integrate FreshBooks to SMTP in one click, or tell Integrately AI how you want each invoice handled. Send payment receipts, alert clients, update billing records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • 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
  • SMTP
    Send email in SMTP

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Ready Workflows Ready Workflows for FreshBooks + SMTP Integration

Send invoice emails, notify clients of payment receipts, update financial records, and trigger follow-up messages, all in just one click.

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Connect more apps to your FreshBooks + SMTP flow

Extend your financial workflows by connecting CRM, messaging, and storage tools once your core automation runs. Pick a combination and activate it in one click.

FreshBooks
SMTP
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StripeStripe (4)
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GmailGmail (4)
+
SlackSlack (4)
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TrelloTrello (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
F
S
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Create a Stripe customer for every new FreshBooks client, send an email via SMTP, and log the payment
New FreshBooks clients automatically get matching Stripe profiles while SMTP sends an immediate confirmation email.
F
S
S
When a FreshBooks invoice is created, generate a Stripe payment link and send it via SMTP
Invoices generated in FreshBooks immediately receive a Stripe payment link delivered straight to the client via SMTP.
F
S
S
When an invoice payment is recorded in FreshBooks, update Stripe and send a receipt via SMTP
Recorded FreshBooks payments update Stripe accounts and trigger a clean receipt email sent through SMTP.
F
C
S
S
Use ChatGPT to analyze new FreshBooks client notes, create a Stripe record, and send a summary via SMTP
ChatGPT extracts client billing preferences to build tailored Stripe records and dispatches summaries via SMTP.

Supported triggers and actions for FreshBooks and SMTP

Mix and match to build the exact automation you need

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
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
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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
Try it โ†’
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†’
SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
Try it โ†’

What can you automate with FreshBooks + SMTP?

Streamline your billing operations by connecting FreshBooks triggers directly to SMTP email delivery.

What you can automate?
๐Ÿงพ
Send invoices automatically upon creation
Whenever an invoice is created in FreshBooks, dispatch it directly to the client's inbox via SMTP without opening your email client.
๐Ÿ“‹
Capture every submitted invoice field
Map all available line items, taxes, and client notes into your SMTP email templates for professional and comprehensive billing notices.
๐Ÿ””
Notify the right person instantly
Alert your team or customer support the moment an invoice payment or estimate update occurs in FreshBooks.
๐Ÿ”€
Route emails based on invoice amounts
Trigger specialized email templates or high-priority notifications depending on the total value submitted in FreshBooks.
๐Ÿ”„
Keep billing records up to date
Automatically synchronize updated invoices and client profile changes between your accounting software and communication logs.
โž•
Create or update records cleanly
Search existing customer entries before creating new profiles to prevent duplicate client records from cluttering your system.
โฑ๏ธ
Handle later billing status changes
Trigger automated follow-up emails when invoices are paid, overdue, or when time entries are logged against projects.
๐Ÿ”—
Extend flows to supporting tools
Connect your FreshBooks and SMTP core automation with Slack to notify team channels whenever client payments arrive.
And much more...

Who is FreshBooks + SMTP integration for?

Accounting teams, business owners, and project managers rely on this integration to eliminate manual invoice delivery and keep financial records synchronized.

Financial analysts
Financial analysts
Sales managers
Sales managers
Account managers
Account managers
Billing teams
Billing teams
Project coordinators
Project coordinators
Business owners
Business owners
๐Ÿ“ˆ
Financial analysts
You're pulling revenue numbers from invoices manually but your reports only update after someone exports data, so the financial metrics you're reviewing are always a few hours behind โ€” automating both apps means every new invoice payment triggers instant updates and your reports stay current.
โšก
Sales managers
You need to act fast when estimates are approved but you find out too late because proposal emails get buried in drafts โ€” with this integration, every estimate status change triggers instant email delivery and your team responds immediately.
๐Ÿค
Account managers
You answer to clients who want to see project updates and invoice statuses instantly but copying records by hand leaves gaps โ€” connecting these apps means every project milestone automatically sends clear updates and your clients stay fully informed.
๐Ÿ“Š
Billing teams
The volume of outgoing invoices is too high for anyone to keep up by hand and manual email dispatch causes costly delays โ€” this integration means every created invoice triggers instant bulk delivery and your billing queue stays completely clear.
๐Ÿ”„
Project coordinators
You own the project kick-off step and depend on someone upstream to hand over client details before you can begin work โ€” automating both apps means every new client record triggers instant project creation and your workflows start without delay.
๐Ÿ“‹
Business owners
You need a reliable history of all financial transactions but keep finding missing delivery receipts in your audit logs โ€” integrating these apps means every financial event is accurately recorded and your historical records remain bulletproof.
Our team

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Why choose Integrately to automate FreshBooks + SMTP

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

1,500+ apps connected
1,500+ apps connected
Connect FreshBooks + SMTP 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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Automation is ready
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Frequently Asked Questions

How do I connect FreshBooks to SMTP?
Frequently Asked Questions
You can connect FreshBooks to SMTP in 1-click using ready-made templates on Integrately. Use the 1-click setup or ask Integrately AI to build your custom automation between FreshBooks, SMTP, and apps like Slack or Gmail.
Can I automatically send an email in SMTP when an invoice is created in FreshBooks?
Frequently Asked Questions
Can I connect FreshBooks, SMTP, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and SMTP?
Frequently Asked Questions
How do client profiles sync between FreshBooks and SMTP?
Frequently Asked Questions
Can I send payment receipts via SMTP when an invoice payment is recorded in FreshBooks?
Frequently Asked Questions
Do I need coding skills to integrate FreshBooks with SMTP?
Frequently Asked Questions
Is the FreshBooks and SMTP integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect FreshBooks or SMTP With 1500+ Other Apps

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