FreshBooks integration
Connect FreshBooks so activity in your account can start follow-up for your team, and Joy can create, update, or send invoices when someone asks her to.
What Joymore does
If your brokerage bills through FreshBooks, your team already creates and sends invoices there. Joymore connects to FreshBooks so invoice work can happen when your team needs it, without someone switching tools to do it by hand.
Once FreshBooks is connected, Joymore automations can react to events in your FreshBooks account and run FreshBooks actions, like creating, updating, or sending an invoice. Joy can also work in FreshBooks when someone on your team asks her to.
What you can do
- Create an invoice. An automation or Joy can create an invoice in FreshBooks when someone on your team asks.
- Send an invoice. An automation can send a FreshBooks invoice by email at a step you choose, or Joy can send one when asked.
- Update an invoice. Joy can update an existing FreshBooks invoice when someone on your team asks her to.
- React to account events. When an event occurs in your FreshBooks account, an automation can notify the teammate who handles it.
Available once connected
What automations can use in FreshBooks.
Events Joymore can react to
- New Event (Instant)
Actions Joymore can run
- Create Invoice
- List Account ID Options
- Send Invoice By Email
- Update Invoice
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
FreshBooks and Joymore questions
How do I connect FreshBooks to Joymore?
Sign in to Joymore, open Settings, and connect your FreshBooks account. You can connect it for your whole brokerage or for a single user.
Does Joymore replace FreshBooks?
No. Joymore is not an accounting ledger. FreshBooks stays your billing system. Joymore reacts to its events and runs the actions you set up.
Do agents have to do anything in FreshBooks?
No. FreshBooks work stays with your team, and agents keep working as they do today.
