FreshBooks + Todoist Integration

Integrate FreshBooks to Todoist in one click, or tell Integrately AI how you want each invoice handled. Track follow-up work, assign project tasks, update your boards, and keep your schedule aligned automatically.

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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
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
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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
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for FreshBooks + Todoist Integration

Capture new invoices, create matching tasks, organise project steps, track client records, and send updates, all in just one click.

Most popular automationmost-popular-automations
FreshBooks + Todoist Integration

Create Todoist task for new FreshBooks client

If you're using FreshBooks and Todoist to manage your work, you'll want to make sure that client-creation task are automatically created in Todoist. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 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 FreshBooks + Todoist flow

Extend your accounting and task management stack by syncing finance events with customer communications, document storage, and team messaging. Pick a combination and activate it in one click.

FreshBooks
Todoist
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
TogglToggl (3)
F
T
G
Create a Todoist task when a FreshBooks invoice is created, and send a confirmation email in Gmail
New FreshBooks invoices immediately generate matching Todoist tasks while Gmail sends out client confirmation emails without manual effort.
F
T
G
Mark a Todoist task as completed when an invoice payment is created in FreshBooks, and notify via Gmail
Paid FreshBooks invoices automatically complete matching Todoist tasks and trigger a confirmation email in Gmail.
F
T
G
Create a Todoist task when an estimate is created in FreshBooks, and send details in a Gmail message
FreshBooks estimates instantly generate review tasks in Todoist and notify stakeholders via Gmail.

Supported triggers and actions for FreshBooks and Todoist

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
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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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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with FreshBooks + Todoist?

Streamline your accounting and task management by connecting financial milestones directly to your daily project lists.

What you can automate?
๐Ÿงพ
Turn every new invoice into an actionable task
Automatically generate a Todoist task the moment an invoice is created in FreshBooks. Ensure your team never misses a billing follow-up or administrative requirement.
๐Ÿ“‹
Capture every submitted invoice field and detail
Map complete invoice line items, client names, and amounts directly into your Todoist task descriptions. Give your team full context without switching apps.
๐Ÿ””
Alert your team as soon as billing events occur
Notify stakeholders instantly when invoices are generated, updated, or paid. Keep billing and delivery teams completely synchronized in real time.
๐Ÿ”€
Route tasks differently based on invoice amounts
Set conditional rules to create high-priority tasks for large invoices and standard tasks for regular billing items. Ensure high-value clients get immediate attention.
๐Ÿ”„
Keep task lists updated when invoices change
Automatically update existing Todoist tasks whenever invoice details or project parameters are modified in FreshBooks. Maintain accurate records effortlessly.
๐Ÿ”
Search and update matching task records
Look up existing tasks by name or ID before creating new records, preventing duplicate entries and keeping your project boards clean.
โœ…
Mark tasks as completed when payments arrive
Automatically resolve Todoist tasks the moment an invoice payment is registered in FreshBooks. Keep your task boards reflective of actual financial status.
๐Ÿš€
Extend your workflow to team messaging apps
Trigger secondary notifications in Slack or email alongside your task creation flows, keeping every department informed of financial updates.
And much more...

Who is FreshBooks + Todoist integration for?

Accounting professionals, project managers, and business owners streamline financial tracking and task execution by connecting billing events directly to their daily task lists.

Financial controllers
Financial controllers
Project managers
Project managers
Account managers
Account managers
Operations teams
Operations teams
Freelancers and consultants
Freelancers and consultants
Business owners
Business owners
๐Ÿ“ˆ
Financial controllers
You review financial reports and monitor cash flow, but your task lists and billing records live in separate silos so follow-up actions get delayed โ€” this integration means every new invoice automatically triggers tracking tasks and your financial operations stay synchronized.
โšก
Project managers
You depend on timely billing milestones to kick off client deliverables, but finding out about new invoices takes too long โ€” automating both apps means every FreshBooks invoice instantly creates actionable Todoist tasks so your team starts project work without delay.
๐Ÿค
Account managers
You answer to clients who expect prompt updates on estimates and billing progress, but manual handoffs cause communication gaps โ€” connecting these apps means every quote and payment updates your task boards instantly and keeps client communications accurate.
๐Ÿข
Operations teams
You manage high volumes of client onboarding and billing tasks every week, but manual data entry leads to missed follow-ups โ€” automating both apps means every client record and invoice generates structured tasks instantly and your workflow runs without manual bottlenecks.
๐Ÿ’ผ
Freelancers and consultants
You own every stage of client service from estimation to final invoicing, but switching between billing and task tools wastes hours โ€” this integration means every estimate and project update flows smoothly into your daily task list so you can focus on billable work.
๐Ÿ—‚๏ธ
Business owners
You need a reliable history of client engagements and financial transactions, but manual tracking leaves gaps in your project records โ€” automating both apps means every invoice, payment, and task stays perfectly aligned across your business stack.
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 FreshBooks + Todoist

Build and manage your FreshBooks + Todoist 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 + Todoist 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Todoist?
Frequently Asked Questions
You can connect FreshBooks to Todoist in just 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation. You can also connect apps like Gmail, Slack, and Stripe to extend your workflow.
Can I automatically create Todoist tasks when new FreshBooks invoices are issued?
Frequently Asked Questions
Can I connect FreshBooks, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Todoist?
Frequently Asked Questions
How does FreshBooks handle invoice updates in this integration?
Frequently Asked Questions
Can Todoist task statuses update when FreshBooks payments are received?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Todoist?
Frequently Asked Questions
Is the FreshBooks and Todoist integration free?
Frequently Asked Questions
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You Can Also Connect FreshBooks or Todoist With 1500+ Other Apps

FreshBooks
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Sync Todoist with project management, note-taking, and calendar tools to keep your daily tasks organized across devices.
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