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Automate tasks across FreshBooks with Salesforce

We work with you to understand your business processes, and automate all work between FreshBooks and Salesforce.

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Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between FreshBooks and Salesforce.

Create Salesforce records for new FreshBooks clientsGet Started
Send a Salesforce notification when FreshBooks receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in FreshBooks.Get Started

Every action you need

Your company can interact with FreshBooks and Salesforce using our 47 actions.
Can’t find what you need? Let us know.

Create ClientCreateCreates a new client in FreshBooks for an account.
Get ClientReadRetrieves a client from FreshBooks for an account.
List ClientsReadRetrieves clients from FreshBooks for an account.
Update ClientUpdateUpdates an existing client in FreshBooks for an account.
Create EstimateCreateCreates a new estimate in FreshBooks for an account.
Get EstimateReadRetrieves an estimate from FreshBooks for an account.
List EstimatesReadRetrieves estimates from FreshBooks for an account.
Update EstimateUpdateUpdates an existing estimate in FreshBooks for an account.
Create ExpenseCreateCreates a new expense in FreshBooks for an account.
Get ExpenseReadRetrieves an expense from FreshBooks for an account.
List ExpensesReadRetrieves expenses from FreshBooks for an account.
Update ExpenseUpdateUpdates an existing expense in FreshBooks for an account.
List Expense CategoriesReadRetrieves expense categories from FreshBooks for an account.
Create InvoiceCreateCreates a new invoice in FreshBooks for an account.
Get InvoiceReadRetrieves an invoice from FreshBooks for an account.

Frequently Asked Questions

Common questions about working with MindCloud on your FreshBooks and Salesforce integration.

Apps are the systems your business runs on, like FreshBooks and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.