FreshBooks
 | 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. |
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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 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. For subscription, refer to the FreshBooks pricing page.
Connect FreshBooks and Make
To get started, you must first create a connection between FreshBooks and Make, allowing the two services to communicate.
Obtain your OAuth2 credentials in your FreshBooks account
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 :
Navigate to the developer page after logging in.
Click to create a new app.
Enter the name of your application.
Enter the callback URI: https://www.integromat.com/oauth/cb/freshbooks
Click the save button to submit the application form.
Copy the Client ID displayed on screen.
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.
Create the connection in Make
Log in in your Make account, add the FreshBooks module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
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 applicationConnect an application. page.
FreshBooks modules
After connecting to the FreshBooks app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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