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Create new FreshBooks Sales Invoice from Salesforce Opportunity

This integration selects new Salesforce opportunities and imports them to FreshBooks as sales invoices.

Note: It does not import pre-existing Salesforce opportunities to FreshBooks sales invoices.

Note: For best results customers and products should be pre-synced between FreshBooks and Salesforce apps.

Note: Each FreshBooks client should belong to one organization only. In case multiple clients belong to same organization the integration will fail with error.

How to Set Up

  1. Select or create connections: Salesforce connection for Source and FreshBooks connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create FreshBooks sales invoices from specific new Salesforce opportunities, configure more filters in the task editor.