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Automate tasks across FreshBooks with PlatoForms

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make FreshBooks and PlatoForms talk.
Here are some common ways to automate work between them.

Send a PlatoForms notification when FreshBooks receives a high-priority item.Try now
Create a PlatoForms follow-up from new qualified activity in FreshBooks.Try now
Copy new customer details from FreshBooks into PlatoForms.Try now
Update the matching PlatoForms item when a FreshBooks status changes.Try now
Start a review in PlatoForms when FreshBooks flags an exception.Try now
Summarize new FreshBooks activity and save it in PlatoForms.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your FreshBooks and PlatoForms work.

Connect your FreshBooks and PlatoForms. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 55 actions between FreshBooks and PlatoForms.
Can’t find an action you need? Let us know.

Create ClientCreate client in FreshBooks.Get ClientRun a get client action in FreshBooks.List ClientsRun a list clients action in FreshBooks.Update ClientUpdate client in FreshBooks.Create EstimateCreate estimate in FreshBooks.Get EstimateRun a get estimate action in FreshBooks.List EstimatesRun a list estimates action in FreshBooks.Update EstimateUpdate estimate in FreshBooks.Create ExpenseCreate expense in FreshBooks.Get ExpenseRun a get expense action in FreshBooks.List ExpensesRun a list expenses action in FreshBooks.Update ExpenseUpdate expense in FreshBooks.List Expense CategoriesRun a list expense categories action in FreshBooks.Create InvoiceCreate invoice in FreshBooks.Get InvoiceRun a get invoice action in FreshBooks.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with FreshBooks and PlatoForms.

MindCloud connects FreshBooks and PlatoForms so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.