Integrate Virtuous CRM with FreshBooks to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Virtuous CRM with FreshBooks - no code necessary. See how you can get setup in minutes.

Select a trigger from Virtuous CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Virtuous CRM, a trigger could be "New or Updated Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from FreshBooks

An action is what takes place after the automation is triggered. For example, with FreshBooks, the action could be "Add Payment to Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Virtuous CRM to FreshBooks

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Make work flow with AI

Level up your Virtuous CRM to FreshBooks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Virtuous CRM and FreshBooks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Virtuous CRM and FreshBooks to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact id
  Required
- Type
  Required
- Note
  Required
- Note date time
- Important
- Private
- Time spent
Action
Write
- TaskType
  Required
- Task
  Required
- Description
- Due Date Time
  Required
- Owner
  Required
Action
Write
- Contact id
  Required
- GiftType
  Required
- GiftDate
  Required
- Gift Amount
  Required
- Batch
- Notes
- IsTaxDeductible
- IsPrivate
- ReceiptDate
- ReceiptSegmentId
- SegmentId
- CashAccountingCode
- Tribute
- State
- ProjectId
- Project Amount
- PremiumId
- Premium Quantity
- TransactionSource
- TransactionId
Action
Write

- Contact ID
- Email Address
- ReferenceSource
- ReferenceId
Action
Search
- Account
  Required
Trigger
Instant
Try It

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Status
  Required
Trigger
Scheduled
Try It
- Account
  Required
Trigger
Scheduled
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Vendor
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Premium Quantity
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Email Address
- First Name
- Home Phone
- Language
  Required
- Last Name
- Note
  Required
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
  Required
- Quantity
- Gift Amount
  Required
- Contact Name
  Required
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
  Required
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Customer
  Required
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
  Required
- Language
  Required
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Contact Name
  Required
- Description
- Type
  Required
- Premium Quantity
- Rate
  Required
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Description
- Contact Name
  Required
- Premium Quantity
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- Language
  Required
Action
Write
- Account
  Required
- Gift Amount
  Required
- Unit Cost Code
- Category Name
  Required
- Tax Amount
- Tax Name
- Date
- Note
  Required
- Payment Type
- Source
- Visibility State
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Description
- Contact Name
  Required
- Premium Quantity
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Active Payment Gateway
- Notes
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- Language
  Required
- Frequency
  Required
- Is Infinite?
  Required
Action
Write
- Account
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
  Required
- Language
  Required
- Is 1099 Contractor
Action
Write
- Account
  Required
- Email_recipients
  Required
- Email Body
  Required
- Email Subject
  Required
- Estimate
  Required
Action
Write
- Account
  Required
- Bill ID
  Required
- Vendor
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Premium Quantity
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Email Address
- First Name
- Home Phone
- Language
  Required
- Last Name
- Mobile Phone
- Note
  Required
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
  Required
- Quantity
- Gift Amount
  Required
- Contact Name
  Required
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
  Required
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Customer
  Required
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
  Required
- Language
  Required
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Unit Cost Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Contact Name
  Required
- Description
- Type
  Required
- Premium Quantity
- Rate
  Required
- Currency Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
Action
Write
- Account
  Required
- Time Entry ID
  Required
- Project
- Started At
  Required
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Note
  Required
Action
Write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Value
  Required
- Client ID
  Required
- Credit Type
- Credit Number
- Currency Code
  Required
- Date of Issue
- Notes
- Terms
- Language
  Required
- Contact Name
  Required
- Description
- Premium Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Customer
  Required
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
  Required
- Language
  Required
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Contact Name
  Required
- Description
- Type
  Required
- Premium Quantity
- Rate
  Required
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write

- Contact status
Trigger
Instant
Try It
- Contact status
Trigger
Instant
Try It
- Tag Name
  Required
- Contact id
  Required
Action
Write
- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
- ReferenceId
- ReferenceSource
Action
Write
- Contact id
  Required
- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Description
- Website
- OriginSegmentId
- MaritalStatus
Action
Write
- Contact ID
- Email Address
- ReferenceSource
- ReferenceId
- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
Action
Search or write
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Scheduled
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Gift Amount
  Required
- Date
- Invoice ID
  Required
- Payment Type
- Note
  Required
Action
Write
- Account ID
  Required
- Item ID
  Required
- Gift Amount
  Required
- Currency
  Required
- Tax Amount
- Tax Name
- Send Admin Receipt?
  Required
- Note
  Required
- Is Active?
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Type
- Credit Number
- Currency Code
  Required
- Date of Issue
- Notes
- Terms
- Language
  Required
- Contact Name
  Required
- Description
- Premium Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Gift Amount
  Required
- Category
  Required
- Client ID
  Required
- Date
- Notes
- Staff Member
  Required
- Tax1 Amount
- Tax Amount 1
- Tax Name 1
- Tax2 Amount
- Tax Name 2
- Tax Amount 2
- Compounded Tax
- Currency
  Required
- Vendor
  Required
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
  Required
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- Account
  Required
- Invoice
  Required
Action
Write
- Account
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- Account
  Required
- Project
- Task
- Started At
  Required
- Created At
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Pending Client
- Pending Project
- Pending Task
- Note
  Required
Action
Write
- Account
  Required
- Checkout Link ID
  Required
Action
Write
- Account
  Required
- Email Body
  Required
- Email Subject
  Required
- Invoice ID
  Required
Action
Write
- Account ID
  Required
- Checkout Link ID
  Required
- Item ID
  Required
- Gift Amount
  Required
- Currency
  Required
- Note
  Required
- Is Active?
- Send Admin Receipt?
  Required
- Tax Amount
- Tax Name
- Item Name
  Required
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Note ID
  Required
- Credit Number
- Currency Code
  Required
- Date of Issue
- Notes
- Terms
- Language
  Required
- Contact Name
  Required
- Description
- Premium Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Client
  Required
- Create if Client Does Not Exsist
  Required
- Append Line Items on Update
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Invoice Number
- Language
  Required
- Estimate
- Active Payment Gateway
- Description
- Contact Name
  Required
- Premium Quantity
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Notes
- PO Number
- Terms
- Discount Value
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
  Required
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Vendor
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
  Required
- Language
  Required
- Is 099
Action
Write
- Account
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Premium Quantity
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Email Address
- First Name
- Home Phone
- Language
  Required
- Last Name
- Note
  Required
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
  Required
- Quantity
- Gift Amount
  Required
- Contact Name
  Required
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
  Required
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Description
- Contact Name
  Required
- Premium Quantity
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- Language
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
  Required
- Language
  Required
- Is 1099 Contractor
Action
Search or write

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Learn more Help

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

Learn more Help

Related categories

Accounting

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