HomeIntegrationsFreshBooks
Connected via Zapier

RevSquared + FreshBooks. Calls become invoices.

Every call your AI agent takes flows into FreshBooks with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.

  • Webhook-based
  • Works with any Zap
  • Full call payload
  • Setup in ~5 minutes
Connected via
FreshBooksFreshBooks
  • Webhooks by Zapier
  • Full JSON payload per call
  • Fires within seconds of call end
Common workflows

Build the Zaps your books need.

One webhook out of RevSquared, then any number of Zaps that route it to FreshBooks. Here's what teams build.

Quote on call
FreshBooksFreshBooks estimate

Captured price + scope create a FreshBooks estimate ready to send.

New client
FreshBooksClient record

Caller info creates a FreshBooks client ready for invoicing.

Project / time call
FreshBooksTime entry

Call duration and project code log as a billable time entry.

Booked appointment
FreshBooksInvoice draft

Confirmed services create an invoice draft tied to the client.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.

  1. 01

    Start a Zap with Catch Hook

    In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.

  2. 02

    Paste it into RevSquared once

    In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.

  3. 03

    Fire a test call

    Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.

  4. 04

    Add FreshBooks as the action

    In the same Zap, add FreshBooks as the next step. Pick an action, map the webhook fields into FreshBooks, and turn it on.

What you get

What you can build.

01

Auto-create clients

Drop new caller details into FreshBooks as a client.

02

Generate estimates

Phone-quoted prices create FreshBooks estimates ready to send.

03

Log time entries

Call duration + project code becomes a billable time entry.

04

Track projects

Tag calls by project so the right hours hit the right invoice.

05

Categorize expenses

Auto-categorize call-related expenses for clean P&L reporting.

06

Sync recurring clients

Repeat callers update existing client records.

Why teams pick RevSquared for FreshBooks

The honest way to wire RevSquared into your books.

1 hookup
Connect once

One Zapier integration. Paste your Catch Hook URL and every billable call posts to it.

Many Zaps
Route however

Different Zaps for clients, estimates, invoices, time entries.

Real-time
Not batched

Webhook fires within seconds so today's calls hit today's books.

Common questions

Everything else you'd want to know.

  • No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The FreshBooks part lives entirely inside the Zap you build in Zapier.
Pairs well with

Other integrations operators run alongside FreshBooks.

Stop transcribing quotes into FreshBooks. Every billable call becomes an estimate or invoice draft.

Build a Zap once. Every future call lands where it needs to go automatically.