Integrate Freshbooks with Asana
Freshbooks is a cloud-based accounting software that is specifically designed for small businesses and self-employed professionals with hourly rates. It handles most of the busywork associated with charging clients and collecting money using tools that track work time, send invoices, and process credit card payments. It can also use the data associated with these processes to generate reports that give you a better understanding of your company’s profits.
Asana allows you to track your team’s work and manage projects clearly and effectively so that your business can stay in sync, hit deadlines, and reach your goals.
Popular Use Cases
Bring all your Freshbooks data to Amazon Redshift
Load your Freshbooks data to Google BigQuery
ETL all your Freshbooks data to Snowflake
Move your Freshbooks data to MySQL
Bring all your Asana data to Amazon Redshift
Load your Asana data to Google BigQuery
ETL all your Asana data to Snowflake
Move your Asana data to MySQL
Integrate Freshbooks With Asana Today
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Freshbooks's End Points
Retrieve basic information about your clients, including name, email address, phone number, and client ID. You can also use this field to monitor a client’s financial relationship with your company by tracking specific parameters such as their transactions, total balance, and recent activity.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Asana's End Points
Manage your Asana projects, creating descriptions, setting due dates, tracking progress, and more. This will help you better understand your team’s productivity and your effectiveness over time.
If you need an important piece of company-wide information, you can search among all tasks in all accounts. This can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.
Use these tags to track specific data or understand your progress, monitoring by things like workspace ID, tag notes, and more. This will allow for better, more detailed organizational structures.
A story represents an activity associated with an object in the Asana system. Tracking stories can help you understand your team’s progress, their interactions, and any pain points that they may be experiencing. Use this information to increase things like efficiency and employee satisfaction.
Control and understand the teams within your organization, then use these records for big-picture insights.