Thank you for choosing FreshBooks Connect by Workato. With Workato, you will be able to provide seamless integrations between your applications. Keep your contacts and invoices in sync using Workato.
How does FreshBooks Connect work?
FreshBooks Connect gives you a set of recipes that allows you to run enterprise-grade integrations between FreshBooks and Xero without the complicated setups. Simply fill in the needed parameters, connect your apps, and click run!
Integration Apps features
FreshBooks Connect by Workato was built with user experience in mind, and we know duplicated data are troublesome, hideous, and leads to mistakes. Workato recipes prevent data duplication. For example, before creating a new record in either application, Workato does
Workato platform runs on a polling cycle, that means once it is started, it will automatically listens for updates in your app. You do not have to constantly monitor your syncs, or click any button to initiate syncs. Simply set up FreshBooks Connect once, and your integrations will run in the background every 10 minutes.
With Workato, you will be able to sync both directions for any two given apps. FreshBooks Connect by Workato allows you to create bi-directional sync by providing you integration logic for both ways of data-flow.
We've built the solutions for you so you don't have to. Just click 'Start', and watch your data flow across your apps. If you have specific integration needs that are not covered in this app, please contact us so we can build out a customized solution for you.
Informative Job Reports
We provide informative job reports for you to understand what data is transferred for each sync. If the job/sync has failed, we provide easy-to-understand error messages so you can troubleshoot easily.
You'll receive email notifications so you can stay on top of your
What are recipes and how do they work?
Recipes in Workato are workflow or dataflow logic that governs how data would flow across your apps. You are provided with 4 recipes when you install this app that allows you to sync Invoices as well as contacts (bi-directional). Each recipe provides integrations for a certain type of object and one direction of dataflow. Pick and choose which are the recipes that you would like to run to automate your business workflow.
How to get them up and Running?
4 easy steps to get you started:
Connect your Xero and FreshDesk
- Pick and select the recipes that you wish to run.
- Fill in all the required parameters. Make sure that they are correct values.
- Click Run.
What do these recipe do?
1. New/updated invoice in FreshBooks will create/update Invoice in Xero
This recipe creates new invoices whenever there is a new invoice created in FreshBooks. If the status of the invoice is updated, the invoice in Xero will be updated as well.
You can learn more about what this recipe does through here.