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FreshBooks
FreshBooks
1. Choose trigger event
Shopify
Shopify
2. Choose action
1. Select the event
Setup
Test
FreshBooks
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from FreshBooks.
Add your action
An action happens after the trigger—such as "Add Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects FreshBooks and Shopify, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Order
Required
Parent Transaction
Required
Amount
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
ExternalId
A note about the company
Company_contact
Contact Email
Contact First Name
Contact Last Name
Contact Phone
Contact Title
Contact_locale
Location
Billing same as shipping address?
Company_shippingAddress
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Country Code
Shipping_firstName
Shipping_lastName
Shipping Address Phone
Shipping Address Recipient
Shipping Address Zip
Shipping Address Zone Code
Location External ID
Location_locale
Location_name
Location_note
Location_phone
TaxRegistrationId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Product
Product Variant
Product Quantity
Required
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Title
Discount - Description
Custom Attributes
Tags
ShippingAddressInstructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Shipping Address - Country
BillingAddressInstructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Billing Address - Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Adjust or Set quantity?
Required
The name of quantities to be changed
Required
The reason for the quantity changes
Required
Location
Required
Product
Product Variant
Required
Quantity to Set or Adjust
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Product
Product variant
SKU
Product quantity
Product title
Product price
Currency
Weight in grams
Requires shipping
Price
Currency
Rate
Title
Note
Discount - Type
Discount - Amount
Discount - Code
Discount - Currency
Additional details
Tags
Buyer accepts marketing?
Shipping_address_instructions
Shipping address - First name
Shipping address - Last name
Shipping address - Company
Shipping address - Phone
Shipping address - Address
Shipping address - Address con't
Shipping address - City
Shipping address - Country
Shipping address - Country code
Shipping address - State/Province/Region
Shipping address - State/Province/Region code
Shipping address - Postal/Zip code
Billing_address_instructions
Billing address - First name
Billing address - Last name
Billing address - Company
Billing address - Phone
Billing address - Address
Billing address - Address con't
Billing address - City
Billing address - Country
Billing address - Country code
Billing address - State/Province/Region
Billing address - State/Province/Region code
Billing address - Postal/Zip code
Send_receipt
Send_fulfillment_receipt
Inventory behaviour
Financial status
Fulfillment status
Code
Title
Price
Currency
Source
Source name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Channel ID
Required
Publish Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product
Required
Tags
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Inventory Item
Required
Unit Cost
Track Inventory
SKU
Requires Shipping
Country of Origin
Province/State of Origin
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product
Required
Product Variant
Required
Price
Compare at Price
SKU
Barcode
Is taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query - Name
Query - Confirmation Number
Query - Email
Query - Customer ID
Query - Location ID
Query - SKU
Query - Order ID
Sort Key
Reverse results
Raw query
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order_id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Ids
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Variant Titles
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product
Required
Product Variant Title
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Product Title or Handle
Required
Product_type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use FreshBooks and Shopify with AI agents and code
Beyond Zap workflows. Call FreshBooks and Shopify actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose FreshBooks and Shopify actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Payment to Invoice
Add Line Item to Order
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use FreshBooks and Shopify
Generate invoices for new Shopify paid orders
When a new paid order is recorded in Shopify, Zapier automatically generates an invoice in FreshBooks. This ensures accurate and efficient record-keeping, reducing the risk of errors and ensuring cash flow is tracked in real time.
Keep your records up-to-date by syncing new Shopify customer details into FreshBooks. Zapier automates this process, making it easier to manage client databases and boost engagement. This helps streamline collaboration between sales and marketing teams.
Learn how to automate FreshBooks on the Zapier blog
Learn how to automate Shopify on the Zapier blog
Make work flow with AI
Level up your FreshBooks to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about FreshBooks + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreshBooks and Shopify
How do I integrate FreshBooks with Shopify?
To integrate FreshBooks with Shopify, you'll need to set up Trigger and Action events using our platform. Start by selecting a Trigger in Shopify, like a new order, and then choose an Action in FreshBooks, such as creating an invoice.
What are some common triggers for Shopify in the integration?
Some common triggers for Shopify include 'New Order', 'Updated Order', and 'New Customer'. These triggers allow you to automate actions in FreshBooks based on specific events in your Shopify store.
What actions can be performed in FreshBooks when integrated with Shopify?
When integrated with Shopify, you can perform various actions in FreshBooks such as creating or updating an invoice, creating a client record, or logging an expense. These actions help automate your accounting tasks based on Shopify store activities.
Is it possible to sync customer data from Shopify to FreshBooks automatically?
Yes, you can automatically sync customer data from Shopify to FreshBooks. By setting up the appropriate trigger for new or updated customers in Shopify, you can create or update client records in FreshBooks.
Can I generate invoices in FreshBooks when a customer makes a purchase on my Shopify store?
Absolutely! You can set up a workflow where every time there's a 'New Order' trigger from your Shopify store, an invoice is automatically generated in FreshBooks.
How do we handle payment tracking when integrating FreshBooks with Shopify?
Our integration allows payment information from orders completed on Shopify to be captured into FreshBooks. You can track these payments by setting up corresponding Triggers and Actions that relate to order completions and payment updates.
Are there any limitations I should be aware of when integrating these two platforms?
There may be some limitations depending on the specific workflows and volume of data processed between these services. It's advisable to check our support documentation or consult our support team if you encounter specific issues.
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.