STEP 1
Connect Billtrust and FreshBooks
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Billtrust and FreshBooks Integration
Connect Billtrust and FreshBooks to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Billtrust and FreshBooks
Detailed info you need to know about Billtrust and FreshBooks integrations in WEXTL. Explore which modules apps support and how you connect them.
Billtrust
B2B accounts receivable and payment automation platform for invoices, collections, and cash application. [5]
FreshBooks
Cloud accounting and invoicing software for small businesses and freelancers. [6]
How to connect Billtrust to FreshBooks
Set up your Billtrust and FreshBooks integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and FreshBooks nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Billtrust and FreshBooks. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and FreshBooks work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and FreshBooks that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Billtrust triggersFreshBooks actions
Billtrust modules
- Create a CategoryCreates a new category in the specified service.
- Create a DepartmentCreates a new department in the system.
- Create a DisputeCreates a dispute for a transaction or charge in the system.
- Create a Dispute NoteCreates a dispute note in the system.
- Create an AssigneeCreates an assignee for a task or project.
- Create a ReasonCreates a new reason entry in the system.
- Create a ResolutionCreates a resolution based on the provided parameters.
- Delete a Buyer Account CardDeletes a buyer's account card from the system.
- Delete a CategoryDeletes a category from the service.
- Delete a DepartmentDeletes a department from the database.
- Delete a Department by CodeDeletes a department using its unique code identifier.
- Delete a DisputeDeletes a dispute from the system.
- Delete a Dispute NoteDeletes a specified dispute note in the system.
- Delete an AssigneeRemoves an assignee from a task or project.
- Delete an Assignee by EmailDeletes an assignee using their email address.
- Delete an AttachmentDeletes a specified attachment from the system.
- Delete a ReasonDeletes a specific reason from the system.
- Delete a ResolutionDeletes a resolution from the system.
- Delete a Resolution by CodeDeletes a resolution using a specific code as the identifier.
- Delete a Surcharging Buyer AccountDeletes a surcharging buyer account from the system.
- Generate a Presigned Upload URLGenerates a presigned URL for uploading a file to the server.
- Get a Category by CodeRetrieves a category using the specified code.
- Get a Company ScoreRetrieves the score for a specific company.
- Get a Credit ApplicationRetrieves a credit application using a specific ID.
- Get a DepartmentRetrieves a department by its code.
- Get a DisputeRetrieves information about a specific dispute by its ID.
- Get a Dispute Note by IDRetrieves a dispute note using the specified ID.
- Get an Assignee by EmailRetrieves an assignee using their email address.
- Get an AttachmentRetrieves an attachment by ID.
- Get a ReasonRetrieves a specific reason from the database or service.
- Get a ResolutionRetrieves a resolution using a specific code.
- Get a Signed Credit ApplicationRetrieves a signed credit application from the service.
- Get a Subcharging Buyer AccountRetrieves a subcharging buyer account.
- Get Business UnitsRetrieves business units from a service.
- Get Buyer Account CardRetrieves information about a buyer's account card.
- Get Dispute Audit LogRetrieves the dispute audit log from the system.
- Get Dispute by IDsRetrieves disputes using specific IDs.
- Get Notification SettingsRetrieves the notification settings for a user or service.
- List All Notes for Credit ApplicationRetrieves all notes associated with a credit application.
- List AssigneesRetrieves a list of assignees.
- List AttachmentsRetrieves all attachments from a specific service.
- List CategoriesRetrieves a list of categories from the service.
- List Credit ApplicationsRetrieves a list of credit applications.
- List DepartmentsRetrieves a list of departments.
- List DisputesRetrieves a list of disputes from the service.
- List Documents for Credit ApplicationFetches all documents related to a credit application.
- List NotesRetrieves all notes for a dispute.
- List ReasonsRetrieves a list of reasons.
- List Reasons by CategoryRetrieves reasons by category.
- List ResolutionsRetrieves a list of resolutions.
FreshBooks modules
- Add a Service RateSets the hourly rate of a service for the first time.
- Add Payment Options to an InvoiceEnables online payment options on an invoice.
- Archive a BillArchives a bill so it is hidden from the main bill list.
- Archive a Bill PaymentArchives a bill payment so it is hidden from the main bill payment list.
- Archive a ClientArchives a client so it is hidden from the main client list.
- Archive an InvoiceArchives an invoice so it is hidden from the main invoice list.
- Archive an ItemArchives an item so it is hidden from the main item list.
- Archive a VendorArchives a vendor so it is hidden from the main vendor list.
- Archive Other IncomeArchives an other income entry so it is hidden from the main list.
- Change a Bill Payment to ActiveRestores a deleted or archived bill payment so it is active again.
- Change a Bill to ActiveRestores a deleted or archived bill so it is active again.
- Change a Client to ActiveRestores a deleted or archived client so it is active again.
- Change a Credit Note to ActiveRestores a deleted or archived credit note so it is active again.
- Change an Estimate to AcceptedMarks an estimate as accepted.
- Change an Estimate to ActiveRestores a deleted or archived estimate so it is active again.
- Change an Expense to ActiveRestores a deleted or archived expense so it is active again.
- Change an Invoice to ActiveRestores a deleted or archived invoice so it is active again.
- Change an Invoice to SentMarks a draft invoice as sent without emailing it.
- Change an Item to ActiveRestores a deleted or archived item so it is active again.
- Change a Payment to ActiveRestores a deleted or archived payment so it is active again.
- Change a Recurring Invoice Profile to ActiveRestores a deleted or archived recurring invoice profile so it is active again.
- Change a Retainer to ActiveReactivates a deleted retainer.
- Change a Task to ActiveRestores a deleted or archived task so it is active again.
- Change a Vendor to ActiveRestores a deleted or archived vendor so it is active again.
- Change Other Income to ActiveRestores a deleted or archived other income entry so it is active again.
- Create a BillCreates a new bill.
- Create a Bill PaymentCreates a new bill payment.
- Create a ClientCreates a new client.
- Create a Credit NoteCreates a new credit note.
- Create a Journal EntryCreates a new adjustment journal entry.
- Create an AccountCreates a new account in the chart of accounts.
- Create an EstimateCreates a new estimate.
- Create an ExpenseCreates a new expense.
- Create an InvoiceCreates a new invoice.
- Create an ItemCreates a new item.
- Create a PaymentCreates a new payment.
- Create a ProjectCreates a new project.
- Create a Recurring Invoice ProfileCreates a new recurring invoice profile.
- Create a RetainerCreates a new retainer.
- Create a ServiceCreates a new service.
- Create a TaskCreates a new task.
- Create a TaxCreates a new tax.
- Create a Time EntryCreates a new time entry.
- Create a VendorCreates a new vendor.
- Create a Webhook CallbackRegisters an address to be notified about a FreshBooks event.
- Create Other IncomeRecords a new other income entry.
- Delete a BillDeletes a bill.
- Delete a Bill PaymentDeletes a bill payment.
- Delete a ClientDeletes a client.
- Delete a Credit NoteDeletes a credit note.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and FreshBooks integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Billtrust and FreshBooks.
Connect your Billtrust and FreshBooks accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Billtrust's "Watch Assignees" fires, WEXTL can "Add a Service Rate" in FreshBooks. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); FreshBooks has 173 actions (including Add a Service Rate, Add Payment Options to an Invoice, and Archive a Bill). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Billtrust-to-FreshBooks automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Billtrust (or FreshBooks) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Billtrust + FreshBooks automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Billtrust and FreshBooks integration.
- Billtrust and FreshBooks integration source code, module specs and credentials implementation.
- Our Billtrust and FreshBooks integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and FreshBooks — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Billtrust integration information
- FreshBooks integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library