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How to Integrate freshbooks & CompanyCam

Automate your business. Connect freshbooks to CompanyCam and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Updated Bank Connection Status → Then: Create Project
When: New Client → Then: Add Photo
When: New Estimate → Then: Create Checklist From Template
When: New Expense → Then: Add Project
When: Get Account (Supporting Trigger) → Then: Add Project Label

freshbooks Triggers

Events that happen in freshbooks to start an automation.

  • Trigger
    Updated Bank Connection Status
    Updated Bank Connection Status
  • Trigger
    New Client
    New Client
  • Trigger
    New Estimate
    New Estimate
  • Trigger
    New Expense
    New Expense
  • Trigger
    Get Account (Supporting Trigger)
    Get Account (Supporting Trigger)
  • Trigger
    Get Bill (Supporting Trigger)
    Get Bill (Supporting Trigger)
  • Trigger
    Get Categories (Supporting Trigger)
    Get Categories (Supporting Trigger)
  • Trigger
    Get Client (Supporting Trigger)
    Get Client (Supporting Trigger)
  • Trigger
    Get Gateway (Supporting Trigger)
    Get Gateway (Supporting Trigger)
  • Trigger
    Get Invoice (Supporting Trigger)
    Get Invoice (Supporting Trigger)
  • Trigger
    Get item (Supporting Trigger)
    Get item (Supporting Trigger)
  • Trigger
    Get Project (Supporting Trigger)
    Get Project (Supporting Trigger)
  • Trigger
    Get Staff (Supporting Trigger)
    Get Staff (Supporting Trigger)
  • Trigger
    Get Time Entry (Supporting Trigger)
    Get Time Entry (Supporting Trigger)
  • Trigger
    Get Vendor (Supporting Trigger)
    Get Vendor (Supporting Trigger)
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Bill
    New Bill
  • Trigger
    New Client (Deprecated - Use INSTANT)
    New Client (Deprecated - Use INSTANT)
  • Trigger
    New Credit Note
    New Credit Note
  • Trigger
    New Estimate - DEPRECATED
    New Estimate - DEPRECATED
  • Trigger
    New Expense (Deprecated - Use INSTANT)
    New Expense (Deprecated - Use INSTANT)
  • Trigger
    New Filtered Invoice
    New Filtered Invoice
  • Trigger
    New Invoice (Deprecated - Use INSTANT)
    New Invoice (Deprecated - Use INSTANT)
  • Trigger
    New Other Income Hook
    New Other Income Hook
  • Trigger
    New Invoice Payment (Deprecated - Use INSTANT)
    New Invoice Payment (Deprecated - Use INSTANT)
  • Trigger
    New Project
    New Project
  • Trigger
    New Staff Member
    New Staff Member
  • Trigger
    New Vendor
    New Vendor
  • Trigger
    New Invoice Payment
    New Invoice Payment
  • Trigger
    Test Trigger
    Test Trigger
  • Trigger
    New Time Entry
    New Time Entry
  • Trigger
    Updated Bill
    Updated Bill
  • Trigger
    Updated Estimate
    Updated Estimate
  • Trigger
    Updated Invoice
    Updated Invoice
  • Trigger
    Updated Project
    Updated Project
  • Trigger
    Updated Vendor
    Updated Vendor

CompanyCam Actions

What CompanyCam will do automatically when triggered.

  • Action
    Create Project
    Creates a new project for photo documentation.
  • Action
    Add Photo
    Add Photo
  • Action
    Create Checklist From Template
    Create Checklist From Template
  • Action
    Add Project
    Add Project
  • Action
    Add Project Label
    Add Project Label
  • Action
    Update Project Notepad
    Update Project Notepad

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