Integrate Freshbooks with LeanKit
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.
LeanKit is a kanban board management tool designed specifically for Lean that makes it easy to visualize and manage the workflow of various projects. It works by allowing users to analyze their work and see bottlenecks, waste, and areas of slowdown so that they can quickly address these issues and maximize their productivity.
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 LeanKit data to Amazon Redshift
Load your LeanKit data to Google BigQuery
ETL all your LeanKit data to Snowflake
Move your LeanKit data to MySQL
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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.
LeanKit's End Points
LeanKit Card Positions
Follow card movements through various lanes and retrieve the IDs of the board, card, and lane. Additionally, monitor when a card enters and exits the lane. This allows you to track speed of movement for these cards and send that lane movement information to other relevant tools.
Receive data about all available cards, including both identification info - like the card ID, card title, parent card ID and parent card title - and more action-oriented analytics data, such as card priority, start time, planned finish date, and current lane. Use this endpoint to track insights about specific cards or make card data accessible in other integrated data sources.
LeanKit Historic User Assignments
Get a card’s assignment history. This includes the assigned users’ IDs, names, and email as well as historical data about when the card was assigned. This helps gauge the efficiency of various users and understand the workflow speed of each card.
LeanKit Current User Assignments
Request a list of who is assigned to which cards. This list includes both data about the cards themselves (card ID, priority, and type) and information about the assigned users, such as their name, email address, and user ID. Use this data to track a specific user’s progress with their cards and/or visualize where and why bottlenecks occur.
LeanKit Custom Fields
View a list of cards with custom fields and access an array of information about them, such as their card IDs and the ID, label, type, and value of the related custom fields. Then, use this endpoint to export custom field data into data sources that provide valuable insights about those fields.
LeanKit Current Lanes
Examine all accessible lanes and get both identification data - like lane ID, title, class and type - and data about how the lane is used, such as the lane’s policy, creation date, position, and WiP limit. Integrate this endpoint with endpoints like ‘Cards” and “Current User Assignments” to get more specific analytics about the efficiency of different lanes in your workflow.
See the board IDs, card IDs, and titles of all tags that are attached to cards in your LeanKit. Use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.