Global Automation Network
FreshBooks
TaskAGI

FreshBooks + TaskAGI

Automate your billing workflow

Connect FreshBooks to TaskAGI and automate invoicing, expense tracking, and client management. Stop manual data entry and get paid faster.

Connect FreshBooks

Available Operations

Actions you can perform with FreshBooks

Get Profile

Get information about the current user profile

Create Client

Create a new client in FreshBooks

Get Clients

Get all clients from your account

Create Invoice

Create a new invoice

Add Invoice Item

Add a line item to an invoice

Get Invoices

Get invoices from your account

Send Invoice

Send an invoice to the client via email

Create Expense

Create a new expense entry

Get Expenses

Get expenses from your account

Use Cases

Real-world automations you can build today

Auto-generate invoices

Create and send invoices automatically when projects reach milestones or on a schedule.

Sync client data

Keep client information synchronized across your tools without manual updates.

Track expenses automatically

Log expenses in real-time and categorize them without leaving your workflow.

Multi-step billing workflows

Build complex sequences like create client → add invoice → send → track payment in one automation.

How It Works

Get started in minutes

1

Connect

Link your FreshBooks account to TaskAGI with one click.

2

Configure

Choose which FreshBooks actions you want to automate—invoicing, expenses, or client management.

3

Build

Create workflows using triggers and actions like 'send invoice when form submitted' or 'create expense from email'.

4

Deploy

Turn on your automation and watch FreshBooks updates happen without lifting a finger.

Frequently Asked Questions

How do I connect FreshBooks?
Authenticate with your FreshBooks account in TaskAGI settings. We handle the secure connection—no API keys needed.
Can I automate invoice creation?
Yes. Create invoices, add line items, and send them automatically based on triggers like form submissions or scheduled times.
What data can I sync from FreshBooks?
You can pull client profiles, invoices, and expenses. You can also create new clients, invoices, and expense records.
Does this work with other tools?
Yes. Combine FreshBooks automations with 100+ other apps—trigger actions in Slack, email, Zapier, and more.

365+ Integrations Available

Connect FreshBooks to all your favorite tools

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View all integrations

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