Fresh Books
Common FreshBooks Workflows
FreshBooks in Customer Service Workflows
FlowGat makes it easy for organizations to offer excellent customer service and interaction with their clients by integrating FreshBooks with CRM applications such as HubSpot CRM, Capsule, Salesforce, Microsoft Dynamics and more, which helps streamline the company's relationships and interactions with customers and potential customers.
FreshBooks in Multiple Payment Workflows
Using FlowGat, invoices, receipts, etc. generated by FreshBooks can be work flowed to multiple payment gateways that include Stripe, PayPal, and Square for smooth settlement. Having a workflow which connects various payment gateways helps businesses and clients maintain good accounting records of payments, transactions and account receivables.

Connect FreshBooks with other apps in FlowGat















FreshBooks FEATURES IN FLOWGAT
Events are triggers in FlowGat that starts off a workflow process, and the FlowGat processor executes subsequent actions present in the workflow.
Events
- When a new client is created in FreshBooks
- When a new payment is made in FreshBooks
- When a new estimate is created in FreshBooks
- When a new invoice is created in FreshBooks
- When a new time entry is created in FreshBooks
- When an invoice is updated in FreshBooks
- When a project is updated in FreshBooks
- When an estimate is updated in FreshBooks
- When a new project is created in FreshBooks
- When a new expense is created in FreshBooks
- When a new invoice is created in FreshBooks
Actions
- Add a payment to an invoice in FreshBooks
- Update an existing invoice based on invoice number
- Create a new client in FreshBooks
- Create a new expense in FreshBooks
- Create a new project in FreshBooks
- Send an invoice to the email of the client
- Updates an existing client based on email in FreshBooks
- Create a new time entry in FreshBooks
- Create a PDF of an invoice in FreshBooks
- Create a new estimate in FreshBooks
- Add a payment to an invoice in FreshBooks
Frequently asked questions
With FlowGat, you can design workflows to integrate different applications used in your businesses processes. FlowGat has a simple drag-and-drop interface that allows users to build simple and complex workflows with zero code to automate or streamline their processes end-to-end.
Compared to other products in the market, FlowGat offers you the flexibility of installing on your desktop, on your own on-premise or cloud server or our own servers, making it very affordable for most clients. No more unpredictable monthly costs, or limited automation processes. You only pay for what you use.
Absolutely not! FlowGat was designed to be a workflow designer for everyone. You can build workflow processes that connects 100+ apps supported by FlowGat, and even your own line-of-business application. FlowGat provides you with an intuitive platform to build simple and complex workflows and drive efficiency and greater productivity in your business.
Yes, your data is very secure. FlowGat encrypts all the information it collects for connecting to applications in your workflow. Unlike other products, you can have your own instance of FlowGat which means your data will never leave the walls of your organization.
Yes, absolutely. FlowGat offers various models such IAAS, PAAS , SAAS and on-premise service. You can choose what works best for you based on your specific workflows and business needs.
Contact out technical sales team using the button below for us to understand your specific business needs, provide you with a sandbox if needed and you can start automating.