FreshBooks + Twilio Integration

Integrate FreshBooks to Twilio in one click, or tell Integrately AI how you want each invoice handled. Notify clients about new balances, alert your team, send payment reminders, and keep your communication logs updated automatically.

Free foreverFree forever.
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
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
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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
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

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Ready Workflows Ready Workflows for FreshBooks + Twilio Integration

Send SMS notifications for new invoices, alert teams about payments, notify clients of estimates, and trigger follow-up calls, all in just one click.

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Connect more apps to your FreshBooks + Twilio flow

Log payment details in your spreadsheets, notify teams in chat, and track customer lifecycles across your tools after every billing event. Pick a combination and activate it in one click.

FreshBooks
Twilio
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
F
S
T
When an invoice is created in FreshBooks, create a customer in Stripe and send an SMS notification in Twilio
New FreshBooks invoices immediately set up corresponding customer records in Stripe while Twilio dispatches an instant SMS notification.
F
S
T
When an invoice payment is created in FreshBooks, create a charge in Stripe and send a WhatsApp message in Twilio
Payment updates in FreshBooks trigger Stripe charges and send instant WhatsApp confirmations via Twilio.
F
S
T
When an estimate is created in FreshBooks, create a payment link in Stripe and send an SMS in Twilio
New estimates in FreshBooks generate Stripe payment links and alert clients via Twilio SMS instantly.

Supported triggers and actions for FreshBooks and Twilio

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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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Get message media by id in Twilio
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Get message medias in Twilio
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
Try it โ†’

What can you automate with FreshBooks + Twilio?

Streamline your billing notifications, customer messaging, and record management with automated workflows.

What you can automate?
๐Ÿงพ
Send SMS notifications for new invoices
Automatically trigger an SMS message via Twilio the moment a new invoice is created in FreshBooks, keeping clients informed immediately.
๐Ÿ“‹
Capture every submitted client field
Map all available client and invoice details from FreshBooks into your Twilio message templates for personalized communication.
๐Ÿ””
Notify the right person instantly
Dispatch real-time text alerts to your staff or clients as soon as payment events or project updates occur in FreshBooks.
๐Ÿ”€
Route messages based on invoice fields
Send different Twilio SMS or WhatsApp templates depending on the specific invoice total, client tier, or payment status in FreshBooks.
๐Ÿ”„
Keep client records synchronized
Update communication preferences and message logs automatically whenever client information changes in FreshBooks.
โž•
Create or update records cleanly
Search existing communication logs before sending messages to prevent duplicate texts or redundant notifications.
โฑ๏ธ
Handle later billing status changes
Trigger automated WhatsApp messages or phone calls when an invoice payment is recorded or an estimate is updated in FreshBooks.
๐Ÿ”—
Extend your flow to Google Sheets
Trigger FreshBooks billing events, send Twilio messages, and log every transaction row in Google Sheets simultaneously.
And much more...

Who is FreshBooks + Twilio integration for?

Accounting teams, business owners, and client managers who need to streamline invoicing workflows and instantly communicate payment updates without manual intervention.

Financial analysts
Financial analysts
Support leads
Support leads
Client managers
Client managers
Billing specialists
Billing specialists
Project managers
Project managers
Operations coordinators
Operations coordinators
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue reports in FreshBooks but your tracking tables only update when someone manually logs payment data, so the financial summaries you present are always outdated โ€” automating both apps means every invoice payment lands instantly and your records stay accurate.
โšก
Support leads
You manage client billing inquiries in FreshBooks but find out about overdue invoices too late to prevent service interruptions โ€” this integration means every payment event triggers instant notifications so your team can act immediately.
๐Ÿค
Client managers
You manage ongoing client accounts in FreshBooks and spend hours manually texting project updates and invoice reminders โ€” connecting these apps means every billing milestone automatically triggers client text messages.
๐Ÿ“Š
Billing specialists
You process high volumes of client invoices in FreshBooks and struggle to keep communication logs updated across mobile channels by hand โ€” with this integration, every invoice creation instantly triggers SMS notifications without manual typing.
๐Ÿ’ผ
Project managers
You depend on accounting teams to log client deposits in FreshBooks before you can schedule kickoff calls and notify stakeholders โ€” this automation means every payment instantly triggers communication workflows.
๐Ÿ—‚๏ธ
Operations coordinators
You maintain audit trails of client transactions in FreshBooks but constantly find communication gaps between billing records and message logs โ€” automating both apps means every transaction generates an automatic message record.
Our team

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

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Why choose Integrately to automate FreshBooks + Twilio

Build and manage your FreshBooks + Twilio 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 + Twilio 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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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Twilio?
Frequently Asked Questions
You can connect FreshBooks to Twilio in 1 click using ready automation templates or by using Integrately AI to build your workflow. It links billing events to mobile notifications seamlessly.
Can I automatically send an SMS when a new invoice is created in FreshBooks?
Frequently Asked Questions
Can I connect FreshBooks, Twilio, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Twilio?
Frequently Asked Questions
How does FreshBooks handle client data in this integration?
Frequently Asked Questions
Can Twilio send WhatsApp messages for FreshBooks invoice payments?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Twilio?
Frequently Asked Questions
Is the FreshBooks and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect FreshBooks or Twilio With 1500+ Other Apps

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