Overview
The Softr FreshBooks integration lets your workflows create and manage the core records of your FreshBooks account: clients, invoices, and payments. When a client signs up or an order comes through your Softr app, the workflow can create the client, send an invoice, and log payment — without anyone touching FreshBooks directly.
In a typical Softr app, FreshBooks keeps billing in step with your product: client portals create billing contacts, completed orders become invoices, and payment events get recorded automatically, so your books stay current without manual entry.
Available actions
- Create clientAdd a new client to FreshBooks when someone signs up or submits a form in your app.
- Update clientKeep client details current as users edit their profile or new information arrives.
- Create invoiceGenerate an invoice when an order is placed or a service is delivered.
- Send invoiceEmail an invoice to the client directly from the workflow.
- Record paymentLog a payment against an invoice when a client pays through your app.
Example use cases
Usecase
Description
- Order to invoiceWhen a client places an order in your app, create the client if needed and send an invoice automatically.
- Sign-ups to clientsAdd every new app member as a FreshBooks client so they're ready to be billed.
- Payment confirmationsWhen a client pays through your portal, record the payment against the matching invoice.
- Recurring billingKeep client and invoice records current as subscriptions renew in your app.
Key benefits
- Billing that updates itself: Clients, invoices, and payments sync from your app — no manual entry.
- Invoices sent automatically: Generate and email an invoice the moment an order is placed.
- No-code setup: Configure everything visually in the workflow editor, mapping in data from any step.
- Your own FreshBooks account: Connect with your existing account, templates, and plan.
