+

How to Integrate freshbooks & Procore

Automate your business. Connect freshbooks to Procore 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 Incident
When: New Client → Then: Create Worker - Company
When: New Estimate → Then: Create Worker - Project
When: New Expense → Then: Create Bid Board Project
When: Get Account (Supporting Trigger) → Then: Create a Daily Log - Call Log

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

Procore Actions

What Procore will do automatically when triggered.

  • Action
    Create Incident
    Create Incident
  • Action
    Create Worker - Company
    Create Worker - Company
  • Action
    Create Worker - Project
    Create Worker - Project
  • Action
    Create Bid Board Project
    Create Bid Board Project
  • Action
    Create a Daily Log - Call Log
    Create a Daily Log - Call Log
  • Action
    Create Change Event
    Create Change Event
  • Action
    Create Company Contact
    Create Company Contact
  • Action
    Delete Company Document
    Delete Company Document
  • Action
    Create Vendor - Company Level
    Create Vendor - Company Level
  • Action
    Create Project Cost Code List From Company List
    Create Project Cost Code List From Company List
  • Action
    Create Cost Code - Project
    Create Cost Code - Project
  • Action
    Create Budget Change
    Create Budget Change
  • Action
    Create Budget Line Item
    Create Budget Line Item
  • Action
    Create Catalog Item
    Create Catalog Item
  • Action
    Create Direct Cost Item
    Create Direct Cost Item
  • Action
    Create Direct Cost Line Item
    Create Direct Cost Line Item
  • Action
    Create Form
    Create Form
  • Action
    Create Prime Contract
    Create Prime Contract
  • Action
    Create Prime Contract Line Item
    Create Prime Contract Line Item
  • Action
    Create Purchase Order Contract Line Item
    Create Purchase Order Contract Line Item
  • Action
    Create Subcontract Invoice
    Create Subcontract Invoice
  • Action
    Create a Daily Construction Report Log
    Create a Daily Construction Report Log
  • Action
    Create Document
    Create Document
  • Action
    Delete Document
    Delete Document
  • Action
    Create Document Folder
    Create Document Folder
  • Action
    Delete Document Folder
    Delete Document Folder
  • Action
    Delete Company Folder
    Delete Company Folder
  • Action
    Create Drawing
    Create Drawing
  • Action
    Create Incident
    Create Incident
  • Action
    Create Call Log
    Create Call Log
  • Action
    Create Company Vendor
    Create Company Vendor
  • Action
    Create Instructions
    Create Instructions
  • Action
    Create Manpower Log
    Create Manpower Log
  • Action
    Update Company Vendor
    Update Company Vendor
  • Action
    Update Incident
    Update Incident
  • Action
    Update Manpower Log
    Update Manpower Log
  • Action
    Delete Form
    Delete Form
  • Action
    Create Photo
    Create Photo
  • Action
    Create Inspection
    Create Inspection
  • Action
    Create Instruction
    Create Instruction
  • Action
    Create Daily Log - Manpower Log
    Create Daily Log - Manpower Log
  • Action
    Create Observation
    Create Observation
  • Action
    Create Prime Contract Invoice
    Create Prime Contract Invoice
  • Action
    Create Project
    Create Project
  • Action
    Create Punch Item
    Create Punch Item
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create RFI
    Create RFI
  • Action
    Create Submittal
    Create Submittal
  • Action
    Create Sub Job - Project
    Create Sub Job - Project
  • Action
    Create Task
    Create Task
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Update Incident
    Update Incident
  • Action
    Update Daily Log - Manpower Log
    Update Daily Log - Manpower Log
  • Action
    Update Project Meeting
    Update Project Meeting
  • Action
    Update Purchase Order Contract
    Update Purchase Order Contract
  • Action
    Update Purchase Order Contract Line Item
    Update Purchase Order Contract Line Item
  • Action
    Update Submittal
    Update Submittal
  • Action
    Update Subcontract
    Update Subcontract
  • Action
    Create WBS Code
    Create WBS Code
  • Action
    Create Subcontract
    Create Subcontract
  • Action
    Create Incident
    Create Incident
  • Action
    Create Worker - Company
    Create Worker - Company
  • Action
    Create Worker - Project
    Create Worker - Project
  • Action
    Create Bid Board Project
    Create Bid Board Project
  • Action
    Create a Daily Log - Call Log
    Create a Daily Log - Call Log
  • Action
    Create Change Event
    Create Change Event
  • Action
    Create Company Contact
    Create Company Contact
  • Action
    Delete Company Document
    Delete Company Document
  • Action
    Create Vendor - Company Level
    Create Vendor - Company Level
  • Action
    Create Project Cost Code List From Company List
    Create Project Cost Code List From Company List
  • Action
    Create Cost Code - Project
    Create Cost Code - Project
  • Action
    Create Budget Change
    Create Budget Change
  • Action
    Create Budget Line Item
    Create Budget Line Item
  • Action
    Create Catalog Item
    Create Catalog Item
  • Action
    Create Direct Cost Item
    Create Direct Cost Item
  • Action
    Create Direct Cost Line Item
    Create Direct Cost Line Item
  • Action
    Create Form
    Create Form
  • Action
    Create Prime Contract
    Create Prime Contract
  • Action
    Create Prime Contract Line Item
    Create Prime Contract Line Item
  • Action
    Create Purchase Order Contract Line Item
    Create Purchase Order Contract Line Item
  • Action
    Create Subcontract Invoice
    Create Subcontract Invoice
  • Action
    Create a Daily Construction Report Log
    Create a Daily Construction Report Log
  • Action
    Create Document
    Create Document
  • Action
    Delete Document
    Delete Document
  • Action
    Create Document Folder
    Create Document Folder
  • Action
    Delete Document Folder
    Delete Document Folder
  • Action
    Delete Company Folder
    Delete Company Folder
  • Action
    Create Drawing
    Create Drawing
  • Action
    Create Incident
    Create Incident
  • Action
    Create Call Log
    Create Call Log
  • Action
    Create Company Vendor
    Create Company Vendor
  • Action
    Create Instructions
    Create Instructions
  • Action
    Create Manpower Log
    Create Manpower Log
  • Action
    Update Company Vendor
    Update Company Vendor
  • Action
    Update Incident
    Update Incident
  • Action
    Update Manpower Log
    Update Manpower Log
  • Action
    Delete Form
    Delete Form
  • Action
    Create Photo
    Create Photo
  • Action
    Create Inspection
    Create Inspection
  • Action
    Create Instruction
    Create Instruction
  • Action
    Create Daily Log - Manpower Log
    Create Daily Log - Manpower Log
  • Action
    Create Observation
    Create Observation
  • Action
    Create Prime Contract Invoice
    Create Prime Contract Invoice
  • Action
    Create Project
    Create Project
  • Action
    Create Punch Item
    Create Punch Item
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create RFI
    Create RFI
  • Action
    Create Submittal
    Create Submittal
  • Action
    Create Sub Job - Project
    Create Sub Job - Project
  • Action
    Create Task
    Create Task
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Update Incident
    Update Incident
  • Action
    Update Daily Log - Manpower Log
    Update Daily Log - Manpower Log
  • Action
    Update Project Meeting
    Update Project Meeting
  • Action
    Update Purchase Order Contract
    Update Purchase Order Contract
  • Action
    Update Purchase Order Contract Line Item
    Update Purchase Order Contract Line Item
  • Action
    Update Submittal
    Update Submittal
  • Action
    Update Subcontract
    Update Subcontract
  • Action
    Create WBS Code
    Create WBS Code
  • Action
    Create Subcontract
    Create Subcontract

Don't want to build this yourself?

Get matched with a vetted automation agency to set up freshbooks + Procore for your business.