FreshBooks integration
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FreshBooks integration

Keep FreshBooks and Bitrix24 data in sync and create invoices faster

安裝
免費
在應用程式內購買
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  • 安裝
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  • 開發人員
    Bitrix24 Integrations
描述
FreshBooks integration helps sales and finance teams keep CRM and accounting data aligned without manual updates. It is built for businesses that work in Bitrix24 but issue invoices in FreshBooks. This reduces duplicate entry and keeps invoice status visible in CRM.

Why businesses use it

When customer and invoice data live in separate systems, teams waste time on manual updates and lose up‑to‑date records. This integration keeps FreshBooks and Bitrix24 aligned and helps track payment status  clearly.

Business value

  • Less manual updates between FreshBooks and Bitrix24
  • Faster invoice creation from CRM records
  • More accurate CRM data with synced company and contact details
  • Clearer payment follow‑up with automatic Paid status updates and notifications
Common use cases

  • Sync company and contact details between FreshBooks and Bitrix24
  • Create a FreshBooks invoice from a Bitrix24 company, contact, or deal
  • Update Bitrix24 when a FreshBooks invoice is marked Paid
  • Keep invoice changes from FreshBooks reflected in Bitrix24
  • Notify the responsible manager when payment status changes
How it works

Changes to company, contact, and invoice details are synchronized between FreshBooks and Bitrix24. To create an invoice, open a company, contact, or deal in Bitrix24 and use the “Create invoice in FreshBook  s” widget, then choose a product or service and complete the invoice in FreshBooks. When a FreshBooks invoice is marked Paid, the related Bitrix24 invoice is updated and the responsible manager is notified.

Learn more about the app.

The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.

FAQ

  • We need FreshBooks invoices created from CRM. Is that supported?
Yes. You can create a FreshBooks invoice from a Bitrix24 company, contact, or deal via the built‑in widget.

  • We change company/contact details in either system. Will they stay in sync?
Yes. Changes in FreshBooks are synced to Bitrix24, and changes in Bitrix24 company and contact details are synced to FreshBooks.

  • We want Bitrix24 to reflect FreshBooks payment status. How does it work?
When a FreshBooks invoice is marked Paid, the app updates the corresponding Bitrix24 invoice and notifies the responsible manager.
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