--- title: FreshBooks slug: freshbooks description: How to integrate FreshBooks with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_freshbooks.png createdAt: 2025-02-03T13:28:22.758Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/freshbooks.png" alt="FreshBooks logo" caption size="50" width="512" height="512"} | FreshBooks is an accounting software for small businesses that manages invoicing, expenses, payments, and time tracking. Integrating FreshBooks with Make.com lets users automate invoice creation, client management, and expense tracking directly from other business tools. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official FreshBooks documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [FreshBooks](https://www.freshbooks.com/api/start) directly. ::: # Requirements To use the FreshBooks app in Make, you must have an active FreshBooks account and a registered developer application, [create your account on FreshBooks](https://www.freshbooks.com). For subscription, refer to the [FreshBooks pricing page](https://www.freshbooks.com). # Connect FreshBooks and Make To get started, you must first create a connection between FreshBooks and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your FreshBooks account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your FreshBooks account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your FreshBooks account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** developer page** after logging in. ::: :::WorkflowBlockItem Click to** create a new app**. ::: :::WorkflowBlockItem Enter the name of your application. ::: :::WorkflowBlockItem Enter the** callback URI**: `https://www.integromat.com/oauth/cb/freshbooks` ::: :::WorkflowBlockItem Click the** save button** to submit the application form. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://www.freshbooks.com/api/start) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the FreshBooks module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your FreshBooks account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # FreshBooks modules After connecting to the FreshBooks app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Client Adds a new client record to your account. ::: :::ExpandableHeading ### Create a Service Creates a new service entry in your account. ::: :::ExpandableHeading ### Create an Estimate Generates detailed cost estimates for your projects or services. ::: :::ExpandableHeading ### Create an Expense Creates a new expense entry and enables you to attach a file, such as a receipt or invoice, to the expense. ::: :::ExpandableHeading ### Create an Invoice Generates a brand new invoice record in your account. ::: :::ExpandableHeading ### Create an Item Creates a new item in the specified application or database. ::: :::ExpandableHeading ### Delete an Expense Removes a selected expense record from your account. ::: :::ExpandableHeading ### Get an Expense Fetches comprehensive information about a particular expense based on its unique identifier. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Expenses Finds specific expenses based on your search criteria or displays a complete list of all expenses. ::: :::ExpandableHeading ### Search a Client Finds and retrieves information about a specific client. ::: :::ExpandableHeading ### Search a Service Searches for available services within your account. ::: :::ExpandableHeading ### Search an Estimate Finds and retrieves estimates based on specified search criteria. ::: :::ExpandableHeading ### Search an Invoice Retrieves a list of invoices that match specified filter criteria. ::: :::ExpandableHeading ### Search an Item Searches for specific items within your data or application. ::: :::ExpandableHeading ### Update a Client Updates the details of a specific client using their unique ID. ::: :::ExpandableHeading ### Update a Service Updates the details of a specific service using its unique ID. ::: :::ExpandableHeading ### Update an Expense Modifies the details of a selected expense record. ::: :::ExpandableHeading ### Update an Invoice Updates the details of a specific invoice using its unique ID. ::: :::ExpandableHeading ### Update an Item Modifies the details of an existing item in your account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # FreshBooks resources You can have access to more resources related to this app on the following links - [FreshBooks topics on Make community](https://community.make.com/search?q=FreshBooks) - [FreshBooks website](https://www.freshbooks.com) - [FreshBooks API documentation](https://www.freshbooks.com/api/start) - [FreshBooks page on make](https://www.make.com/en/integrations/freshbooks) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::