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How to Integrate freshbooks & Housecall Pro

Automate your business. Connect freshbooks to Housecall Pro 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 Customer
When: New Client → Then: Create Customer

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

Housecall Pro Actions

What Housecall Pro will do automatically when triggered.

  • Action
    Create Customer
    Create Customer
  • Action
    Create Customer
    Create Customer

Don't want to build this yourself?

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