Connect Pipefy and freshbooks to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

freshbooks

Automatically do this!

Enable Integrations or automations with these events of Pipefy and freshbooks

Enable Integrations or automations with these events of Pipefy and freshbooks

Actions

Create Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

Delete Card

Delete Card

Delete a card using card id.

Update Card

Update Card

Updates a card Title.

Find Card

Find Card

Finds a card by Title.

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Frequently Asked Questions

How do I start an integration between Pipefy and freshbooks?

To start, connect both your Pipefy and freshbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in freshbooks (or vice versa).

Can we customize how data from Pipefy is recorded in freshbooks?

Absolutely. You can customize how Pipefy data is recorded in freshbooks. This includes choosing which data fields go into which fields of freshbooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipefy and freshbooks?

The data sync between Pipefy and freshbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipefy to freshbooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipefy and freshbooks?

Yes, you can set conditional logic to control the flow of data between Pipefy and freshbooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pipefy

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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freshbooks

About freshbooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

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