FreshBooks is cloud accounting built for small and growing businesses—invoice, track expenses, and get paid online. Connecting Cognito Forms sends submission data to FreshBooks so you can generate invoices, keep client records current, and capture expenses automatically.

Automate billing from every submission. Create invoices, keep client data accurate, and close the books faster.

Generate invoices from order forms
Add or update client records instantly
Log expenses with uploaded receipts

Use this integration to:

Create invoices and estimates
Create or update clients
Attach files to clients or invoices
Trigger reminders and follow-ups

Use this integration when you

Use FreshBooks to bill from form orders, sync client info as it changes, and track expenses without re‑keying data.

Commonly used on:

How It Works

Set up a Zap
1. Log in to your Zapier account
2. Click “Make a Zap”
Configure the trigger
1. Choose Cognito Forms as the trigger app
2. Select “New Entry” as the trigger event
3. Connect your Cognito Forms account and select the specific form
Configure the action
1. Choose FreshBooks as the action app
2. Select the desired action (e.g., “Create Invoice”, “Create Client”)
3. Connect your FreshBooks account
Map form fields to FreshBooks
1. Align form fields with corresponding FreshBooks fields to ensure accurate data transfer
Test the integration
1. Submit a test entry in Cognito Forms
2. Verify that the data appears correctly in FreshBooks
Activate the Zap
1. Once testing is successful, turn on the Zap to enable automated data transfer

Still need help? Check out our Zapier support article.

Accounting