Guide: Using FreshBooks with Databox (Third-Party Integration)

Currently, there is not a direct Databox + FreshBooks integration available, but there are alternative ways to sync your FreshBooks data with Databox.

These alternatives utilize third-party integrations such as Zapier, Integromat, or the Databox API.

Pro Tip: If you don't have the time or resources to set this up yourself, check out our services where we can build the custom integration for you. For additional information, feel free to connect with our team via chat or email us at help@databox.com.

How to use Zapier to sync FreshBooks data

Zapier is a trigger-based app, meaning you can have certain events (such as a new card being added) trigger certain actions (updating the relevant data and syncing with Databox) using Zaps. Because triggers initiate data syncs, historical data will not be available for metrics that are synced using Zapier. 

Learn more about the Zapier + Databox third-party integration here.

Whenever possible, it’s recommended that you use a Zap Template. This will save you time and will streamline the process of syncing FreshBooks data with Databox using Zapier. 

You can also create Zaps from scratch if a Zap Template isn’t available.

Zap Templates available for FreshBooks Metrics

View the full list of prepared Zaps here.

Creating Zaps from scratch for FreshBooks Metrics

The following FreshBooks Metrics can also be synced with Databox by creating a Zap from scratch: 

• New Client
  (triggered when a new client is added)
• New Payment
  (triggered when a new payment is created)
• New Invoice
  (triggered when a new invoice is created)
• New Contact
  (triggered when a new contact is added for a client)
• New Estimate
  (triggered when a new estimate is added)
• New Task
  (triggered when a new task is added)
• New Entry
  (triggered for new time entries in any project)
• New Staff Member
  (triggered when there is a new staff member created)

Learn how to create Zaps from scratch here.

How to use Integromat to sync FreshBooks data

Integromat is a third-party integration that allows you to sync data between apps. Integromat has a long list of native integrations along with the ability to sync custom data via the API.

Learn more about the Integromat + Databox third-party integration here. 

Whenever possible, it’s recommended that you use an Integromat Template. This will save you time and will streamline the process of syncing FreshBooks data with Databox using Integromat. 

If a Template isn’t available, you can sync additional FreshBooks with Databox using Integromat by setting it up from scratch.

Integromat Templates available for FreshBooks Metrics

We are in the process of developing Integromat Templates for FreshBooks data.

Syncing additional FreshBooks Metrics using Integromat

The following FreshBooks Metrics can also be synced with Databox by setting up the connection from scratch:

• Create a Client
  (triggered when a new client is created)
• Create an Estimate
  (triggered when a new estimate is created)
• Create an Invoice
  (triggered when a new invoice is created)
• Create a Service
  (triggered when a new service is created)
• Create an Item
  (triggered when a new item is created)

Learn how to set this up from scratch here.

Use the Databox API to sync FreshBooks data

If you’re comfortable using scripting languages or you have developer resources available, you can build your own custom integration and push FreshBooks data via the Databox API.

Learn more about the Integromat + Databox third-party integration here. 

For more information, check out the Databox developer portal or FreshBooks’s API documentation.