Revamp + FreshBooks Integrations
Put Revamp + FreshBooks to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Revamp and FreshBooks
See the kind of workflows teams build with Revamp and FreshBooks below — describe the exact one you want above and the Agent builds it on demand.
Revamp + FreshBooks
When a deal matches a filter in Revamp CRM, create a client or invoice in FreshBooks.
Turn closed deals into client invoices
When a deal is marked won in Revamp, automatically create an invoice in FreshBooks so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in FreshBooks, automatically update the deal stage in Revamp to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Revamp, automatically sync the customer record in FreshBooks to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Revamp and FreshBooks?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Revamp and FreshBooks
Everything Revamp and FreshBooks can do inside a workflow — the triggers that start one and the actions that run when it fires.
Revamp Explore Revamp →
A sales and e-commerce CRM platform that provides lead management, email marketing, and automated customer segmentations.
TriggersTriggers when matching people with this criteria.
Triggers when matching deals with this criteria.
Triggers when a new customer is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Triggers when matching organizations with this criteria.
Creates a new person.
Creates a new Deal.
Creates a new note.
Creates a new organization.
Creates a new Task.
FreshBooks Explore FreshBooks →
An online accounting and invoicing software designed for small businesses and freelancers to manage billing and expenses.
TriggersTriggers when a new client is created.
Triggers when a new estimate is created.
Triggers when a new expense is created.
Triggers when a new invoice is created.
Triggers when a new bill is created.
Triggers when a new credit note is created.
Adds payment to invoice.
Creates a new bill.
Creates a checkout link.
Creates a new client.
Creates a create note.
Creates a new estimate.
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10xCRM
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17hats
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1CRM
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AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Revamp + FreshBooks
Is there a pre-built Revamp + FreshBooks automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Revamp and FreshBooks's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Revamp or FreshBooks connector?
No. The Agent works whether or not Revamp or FreshBooks already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking FreshBooks and Revamp streamline the sales-to-finance handoff?
Closing a deal in Revamp can instantly create an invoice in FreshBooks, eliminating manual keying and speeding up revenue collection.
Can payment notifications in FreshBooks update deal stages in Revamp?
Yes, when a customer settles an invoice in FreshBooks, the corresponding deal stage in Revamp can automatically update to reflect a completed transaction.