FreshBooks Integration

Cloud accounting and invoicing software for small businesses and freelancers. Keep FreshBooks financial workflows accurate without repetitive manual updates. Start from Watch Clients and send the resulting data through Get a Bill or Get a Bill Payment.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for FreshBooks integration

Triggers can detect changes in FreshBooks and run actions that can create, search or modify data inside FreshBooks automatically [3] — exactly how you set them.

Watch ClientsTriggers when a client is created or updated.
Watch ExpensesTriggers when an expense is created or updated.
Watch InvoicesTriggers when an invoice is created or updated.
Watch New Time EntriesTriggers when a new time entry is logged.
Watch PaymentsTriggers when a payment is created or updated.
Watch ProjectsTriggers when a project is created or updated.
Get a BillReturns a single bill.
Get a Bill PaymentReturns a single bill payment.
Get Accounts Aging ReportReturns the accounts aging report.
Get a ClientReturns a single client.
Get a Credit NoteReturns a single credit note.
Get an AccountReturns a single account from the chart of accounts.
Get an EstimateReturns a single estimate.
Get an ExpenseReturns a single expense.
Get an Expense CategoryReturns a single expense category.
Get an InvoiceReturns a single invoice.
Get an Invoice PDFReturns an invoice as a PDF file.
Get an Invoice Share LinkReturns a shareable link to an invoice.
Get an ItemReturns a single item.
Get a PaymentReturns a single payment.
Get a ProjectReturns a single project.
Get a Recurring Invoice ProfileReturns a single recurring invoice profile.
Get a RetainerReturns a single retainer.
Get a ServiceReturns a single service.
Get a Service RateReturns the hourly rate of a service.
Get a Staff MemberReturns a single staff member.
Get a TaskReturns a single task.
Get a TaxReturns a single tax.
Get a Team MemberReturns a single team member.
Get a Time EntryReturns a single time entry.
Get a VendorReturns a single vendor.
Get a Webhook CallbackReturns a single webhook callback.
Get Balance Sheet ReportReturns the balance sheet report.
Get Business DetailsReturns the connected business and its team groups.
Get Business SettingsReturns the settings of the connected business.
Get Cash Flow ReportReturns the cash flow report.
Get Chart of AccountsReturns the chart of accounts with balances.
Get Default Invoice StylesReturns the default look and layout used for new invoices.
Get Default Payment OptionsReturns the online payment options applied to new invoices.
Get Expense Details ReportReturns the expense details report.
Get Expense SummariesReturns expense totals summarized by period.
Get General Ledger ReportReturns the general ledger report.
Get Invoice Details ReportReturns the invoice details report.
Get Invoice Payment OptionsReturns the online payment options enabled on an invoice.
Get Item Sales ReportReturns the item sales report.
Get Manual Journal Entry ReportReturns the manual journal entry report.
Get Other IncomeReturns a single other income entry.
Get Payment Gateway DetailsReturns the payment processors connected to the business and their currencies.
Get Payments Collected ReportReturns the payments collected report.
Get Profit and Loss ReportReturns the profit and loss report.
Get Project PermissionsReturns what the connected user is allowed to do in projects.
Get Revenue by Client ReportReturns the revenue by client report.
Get Tax Summary ReportReturns the tax summary report.
Get Time Entry Details ReportReturns the time entry details report.
Get Trial Balance ReportReturns the trial balance report.
List AccountsRetrieves a list of accounts in the chart of accounts.
List Bill PaymentsRetrieves a list of bill payments.
List BillsRetrieves a list of bills.
List ClientsRetrieves a list of clients.
List Credit NotesRetrieves a list of credit notes.
List EstimatesRetrieves a list of estimates.
List Expense CategoriesRetrieves a list of expense categories.
List ExpensesRetrieves a list of expenses.
List Invitation RatesRetrieves a list of hourly rates set for pending team invitations.
List InvoicesRetrieves a list of invoices.
List ItemsRetrieves a list of items.
List Journal EntriesRetrieves a list of adjustment journal entries.
List Journal Entries by AccountRetrieves the journal entry lines posted to one account.
List Other IncomeRetrieves a list of other income entries.
List Payment GatewaysRetrieves a list of payment processors enabled for the business.
List PaymentsRetrieves a list of payments.
List ProjectsRetrieves a list of projects.
List Recurring Invoice ProfilesRetrieves a list of recurring invoice profiles.
List RetainersRetrieves a list of retainers.
List Service RatesRetrieves a list of service hourly rates.
List ServicesRetrieves a list of services.
List StaffRetrieves a list of staff members.
List TasksRetrieves a list of tasks.
List TaxesRetrieves a list of taxes.
List Team Member RatesRetrieves a list of team member hourly rates.
List Team MembersRetrieves a list of team members.
List Time EntriesRetrieves a list of time entries.
List VendorsRetrieves a list of vendors.
List Webhook CallbacksRetrieves a list of webhook callbacks.
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.
Delete an EstimateDeletes an estimate.
Delete an ExpenseDeletes an expense.
Delete an InvoiceDeletes an invoice.
Delete an ItemDeletes an item.
Delete a PaymentDeletes a payment.
Delete a Payment GatewayDisconnects a payment processor from the business.
Delete a ProjectDeletes a project.
Delete a Recurring Invoice ProfileDeletes a recurring invoice profile.
Delete a RetainerDeactivates a retainer.
Delete a TaskDeletes a task.
Delete a TaxDeletes a tax.
Delete a Time EntryDeletes a time entry.
Delete a VendorDeletes a vendor.
Delete a Webhook CallbackDeletes a webhook callback.
Delete Other IncomeDeletes an other income entry.
Make an API CallPerforms an arbitrary authorized API call.
Remove All Contacts from a ClientRemoves every secondary contact from a client.
Resend a Webhook Verification CodeAsks FreshBooks to send the webhook verification code again.
Send an Estimate by EmailEmails an estimate to the chosen recipients.
Send an Invoice by EmailEmails an invoice to the chosen recipients.
Update a BillUpdates an existing bill.
Update a Bill PaymentUpdates an existing bill payment.
Update a ClientUpdates an existing client.
Update a Credit NoteUpdates an existing credit note.
Update a Journal EntryUpdates an adjustment journal entry.
Update an AccountUpdates an account in the chart of accounts.
Update an EstimateUpdates an existing estimate.
Update an ExpenseUpdates an existing expense.
Update an InvoiceUpdates an existing invoice.
Update an ItemUpdates an existing item.
Update a PaymentUpdates an existing payment.
Update a ProjectUpdates an existing project.
Update a Project Service RateChanges the hourly rate of a service within one project.
Update a Recurring Invoice ProfileUpdates an existing recurring invoice profile.
Update a RetainerUpdates an existing retainer.
Update a Service RateChanges the hourly rate of a service.
Update a TaskUpdates an existing task.
Update a TaxUpdates an existing tax.
Update a Team Member RateChanges the hourly rate of a team member.
Update a Time EntryUpdates an existing time entry.
Update a VendorUpdates an existing vendor.
Update Other IncomeUpdates an existing other income entry.
Upload an AttachmentUploads a file to attach to an expense or invoice.
Upload an ImageUploads an image such as a logo or banner.
Verify a Webhook CallbackConfirms a webhook callback with the code FreshBooks sent to its address.

How to integrate FreshBooks in automation workflow?

3 simple steps to make your FreshBooks connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select FreshBooks in workflow

Pick FreshBooks app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect FreshBooks

When prompted, authorize access to FreshBooks in WEXTL once. FreshBooks credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your FreshBooks account. Approve?

STEP 3

Build a workflow

Build your workflow with FreshBooks yourself or with WEXTL® AI Builder. Connect FreshBooks to any available integrations [5], or use HTTP node to go beyond them.

FreshBooks

How FreshBooks connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever FreshBooks app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that FreshBooks supports.

Full FreshBooks API documentation

The following table illustrates what fields FreshBooks integration require during authorization flow inside our workflow builder [4].

Demonstration of FreshBooks connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Business ID	text	Optional. Only needed when your login has more than one business. Enter the numeric business ID of the one to use (shown in Settings → Business, or ask FreshBooks support). Leave empty to use the business you own.
Client IDRequired	text	Create an app in the developer portal (my.freshbooks.com/#/developer) and copy its Client ID. Add https://wextl.com/api/oauth/app/callback as its redirect URI. Give the app read and write access to every area you plan to use: clients, invoices, estimates, credit notes, payments, online payments, other income, expenses, bills, bill payments, vendors, items and services, taxes, projects, time entries, retainers, team, business, reports, journal entries and accounts, uploads. Your profile is always included.
Client SecretRequired	password	Copy the Client Secret from the same FreshBooks app.

Connect FreshBooks to popular apps on WEXTL

Enter a name of the other app you want to sync with FreshBooks below. Click on selected app to explore integration options with FreshBooks. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with FreshBooks integration

Select Watch Invoices trigger from FreshBooks - this will be a starting point in your automation. Whenever event happens in FreshBooks, workflow will start [7] from Watch Invoices node.

Search for Add Payment Options to an Invoice, connect it as the next step of integration sequence. You can use filters between Watch Invoices and Add Payment Options to an Invoice, so only important data pass from Watch Invoices to the next step. WEXTL gives you full control over the process of FreshBooks automation. All parts of workflow are visible on the canvas [4].

FreshBooks on WEXTL has 179 modules for building finance automations. Explore FreshBooks documentation for more.

FreshBooks

Watch Invoices

Corpay

Performs action

Corpay

Triggers

FreshBooks

Add Payment Options to an Invoice

Demonstration of how visual FreshBooks automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating FreshBooks in your workflows.

FreshBooks has 6 triggers, including "Watch Clients", "Watch Expenses", and "Watch Invoices", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 173 actions, including "Get a Bill", "Get a Bill Payment", and "Get Accounts Aging Report", and more. Refer to our FreshBooks Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The FreshBooks integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by FreshBooks official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where FreshBooks provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever FreshBooks or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for FreshBooks inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with FreshBooks modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the FreshBooks integration.

FreshBooks integration source code, module specs and credentials implementation.
Internal FreshBooks integration documentation, structured input and output parameters, scopes, and authentication methods.
Official FreshBooks vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® FreshBooks App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

FreshBooks Integration

Supported triggers and actions for FreshBooks integration