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Freshbooks and WordPress integration + automation

Freshbooks and WordPress integrations couldn’t be easier with the Tray Platform’s robust Freshbooks and WordPress connectors, which can connect to any service without the need for separate integration tools.

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Integrations

Quickly integrate Freshbooks + WordPress

Sync Freshbooks + WordPress to streamline accounting processes with powerful integrations on the Tray Platform. Our low-code interface makes it easy to stand up powerful, API-level Freshbooks + WordPress integrations in minutes, without relying on IT. Just drag and drop together Freshbooks, WordPress, and other go-to applications using our 100% visual builder.

Looking for WordPress + Freshbooks connectors to take full control of your CMS and accounting data? Now you can bi-directionally sync all your applications with ease to unsilo your tech stack and maximize productivity. Need to connect any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields? We’ve got you covered.

And integrations are just the beginning. You can also stand up dynamic WordPress + Freshbooks automation to save hours of manual work and get the absolute most out of your CMS and accounting data. Deploy robust automated workflows to balance your books faster and make the most of your website tools.

Automation

Automate WordPress + Freshbooks

Now anyone in your organization, including business users in accounting, marketing, web engineering, sales, revenue operations, business operations, and more can quickly create flexible Freshbooks + WordPress automation. Orchestrate an unlimited variety of automated workflows to kick off any operations in response to any custom trigger.

Anything is possible with the Tray Platform. For example, you can make your accounting processes hyper-efficient by syncing e-commerce vendor platform data gathered in WordPress with your accounting tools. You can accelerate key processes such as invoicing and payments by pushing customer details from your website into Freshbooks.

Deeply connect WordPress + Freshbooks and any other important software, including your e-commerce platform, CRM, ERP, customer data platform, business intelligence software, internal chat tool, e-signature software, project management tools, and more. Using our platform’s pre-built connectors, data helpers, and custom logic operators, you can create the exact automated workflow you need for your specific use case.

Use cases

Heavy-duty Freshbooks + WordPress use cases

Need to supercharge accounting processes with an end-to-end system that syncs website visits and online orders while auto-updating Freshbooks records for faster invoicing, payments, and follow-ups? Need to automatically create new records in Freshbooks when first-time customers make purchases through your website? Need to improve inventory management by unifying web store, e-commerce, and other channel data to generate composite dashboards that visualize the entire e-commerce lifecycle in one place? The Tray Platform can automate anything since we connect with any tool, including Mailchimp, Shopify, HubSpot, Asana, SEMRush, Salesforce, Calendly, DocuSign, and more.

We built our platform on elastic, serverless architecture so that your workflows will always scale automatically with your changing data needs. The Tray Platform is business user–friendly because we make it so easy to stand up powerful integrations quickly. Our platform is also perfect for technical users needing to manage large-scale data projects pushing billions of records daily.

IT and security experts trust us with even their most sensitive data because we’ve prioritized enterprise-grade security. We’re SOC 2 Type 2-certified, and compliant with key data privacy regulations, including HIPAA, GDPR, and CCPA.

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Freshbooks and WordPress Connector Details

Freshbooks

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Freshbooks connector available at the moment.

To get data in and out of Freshbooks, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

WordPress

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UsesDevelopers, All

CategoryDeveloper Tools

Connector TypeTray Connector

Operations

List categoriesList commentsList postsList search resultsList tagsList usersRaw HTTP request (advanced)

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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance