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ClickRuntime

Automate FreshBooks

Keep tabs on FreshBooks invoices, payments, expenses and clients without opening your books every day. Chase overdue balances on a weekly list, hear the moment a client pays, and flag big expenses as they are logged. Tell your AI assistant what you need, review the plan it shows you, and the automation carries on from there.

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Try asking

Create a ClickRuntime automation: every Monday at 8am, email me all overdue FreshBooks invoices with the client, invoice number, days overdue and amount, plus the total outstanding.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in FreshBooks

Paid invoices announced as they clear, a Monday list of who still owes you, and early warning when a large expense or a new client appears. These are ready-made starting points. Anything else you can describe works too.
Weekly

Get a weekly list of overdue FreshBooks invoices

Every Monday you see which clients are late and the total still owed, without running a report.

See how it works
The moment it happens

Hear in Slack when a client pays

As soon as a FreshBooks payment is recorded, your team sees the client, invoice and amount in Slack.

See how it works
The moment it happens

Get emailed about large new expenses

Any expense over your limit reaches your inbox the moment it is logged, so nothing big slips by.

See how it works
The moment it happens

Announce new FreshBooks clients in Slack

Each time someone adds a client, the team gets the name and company in a channel so onboarding can start.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with FreshBooks, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any FreshBooks automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what FreshBooks should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every Monday, list FreshBooks invoices that were viewed but not paid after 10 days and send me the list.

When a FreshBooks invoice is paid, post the client and amount to Slack.

At the end of each month, pull FreshBooks revenue and expenses by category into a Google Sheet and email my accountant the link from Gmail.

Beyond chat

Have FreshBooks work when you're not in the chat

Connecting FreshBooks to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect FreshBooks

FreshBooks is connected through an OAuth app you register yourself in your FreshBooks developer page. You pick the scopes, so ClickRuntime only reaches the parts of your account you allow.

FreshBooks

Accounting / Invoicing

  1. Open the developer page in FreshBooks (my.freshbooks.com, then Developer) and create an app.
  2. Add the redirect URI https://clickruntime.com/oauth/callback exactly as written, with no query string.
  3. Select the scopes your automations need, for example user:profile:read, user:invoices:read, user:clients:read and user:payments:read.
  4. Copy the app's Client ID and Client Secret.
  5. In the ClickRuntime dashboard, go to Connections, choose FreshBooks, enter the Client ID and Secret, and approve access for your FreshBooks account.

Good to know

FreshBooks limits that affect automations

  • Access tokens are short-lived and are refreshed automatically, so automations keep working between runs.
  • Only one refresh token is valid per user per app, and each refresh replaces it. Connecting the same FreshBooks app to another tool can break this connection, so give ClickRuntime its own app.
  • Real-time alerts for payments, expenses and new clients use FreshBooks callbacks, which must be verified before FreshBooks starts sending events.

FAQ

Questions about automating FreshBooks

What can ClickRuntime read or change in FreshBooks?
Only what the scopes on your own FreshBooks app allow. With read scopes it can list invoices, payments, expenses and clients; it only creates or edits invoices if you add a write scope such as `user:invoices:write`.
Does a payment alert arrive straight away?
Yes. Payment, expense and client alerts are driven by FreshBooks callbacks, so the message goes out when FreshBooks reports the event rather than on a timer.
Why can't I just sign in with FreshBooks?
ClickRuntime has no shared FreshBooks app. You register a small app in your own account, which keeps the permissions and the off switch in your hands.
Can I use the same FreshBooks app for ClickRuntime and another integration?
Better not. FreshBooks keeps a single valid refresh token per user and app, so two tools sharing one app will keep logging each other out.
Is an AI key needed for these automations?
No. The invoice, payment and expense automations here run without AI at all, and if you later want a summary or a drafted reminder, the AI included in every ClickRuntime plan handles it.
Is this a FreshBooks connector for ChatGPT or Claude?
Not for chatting with FreshBooks data. A chat connector lets your assistant read and change FreshBooks while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each FreshBooks event.

Related pages

Keep exploring

Tell your assistant what FreshBooks should do

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