AccountingFreshBooks Integration — Email, SMS & WhatsApp
The FreshBooks integration syncs your customers and invoices into Climails, turning billing data into contacts, segments and triggers for reminders, receipts and revenue-based targeting.
Visit websiteWhat the FreshBooks integration does
The FreshBooks integration syncs your customers and invoices into Climails, turning billing data into contacts, segments and triggers for reminders, receipts and revenue-based targeting.
- Customers and contacts
- Invoices and their status
- Payment and due-date events
- Revenue and balance data
What you can do with FreshBooks data
- Invoice and payment reminders
- Receipts and confirmations
- Segment by revenue
- Follow up on overdue accounts
How to connect FreshBooks
Connecting FreshBooks takes a couple of clicks — you authorize Climails in FreshBooks and sync begins, with tokens refreshed automatically so it keeps working.
- 1
In Climails, open Integrations and choose FreshBooks.
- 2
Click Connect and sign in to FreshBooks in the popup.
- 3
Grant Climails read access to your data.
- 4
Sync starts automatically — no keys to copy.
Put FreshBooks data to work
Once FreshBooks data is in Climails it's just contacts and events — usable everywhere. Build segments from it, trigger flows on it, and personalize any message with it, across every channel from a single automation.
- Build segments from FreshBooks data
- Trigger email, SMS, WhatsApp, Telegram and push flows on FreshBooks events
- Personalize messages with FreshBooks fields
- One unified profile per customer across channels
Frequently asked questions
Is the FreshBooks integration free?
Yes. It's available on every plan, including the free tier — you pay for your Climails sending, not per integration.
How long does it take to connect FreshBooks?
A few minutes. Most connections are a couple of clicks or pasting a key — no developer needed.
Is my FreshBooks data secure?
Yes. Credentials are stored encrypted, webhook payloads are signature-verified, and we only read the data needed to sync contacts and events.
Can I sync FreshBooks in real time?
Yes. Native connectors sync on a schedule and webhooks deliver events in real time, so flows can fire the moment something happens in FreshBooks.
Do I need to use every channel?
No. FreshBooks data works with whichever channels you use — start with email and add SMS, WhatsApp, Telegram or push whenever you're ready.
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