CRM & ERP systems

Clay and FreshBooks integration

Q: Why is Albato the best alternative to Zapier for integrating Clay and FreshBooks ?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Clay and FreshBooks . It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Clay and FreshBooks , Albato is the way to go!

Build smart, no-code workflows with Clay and FreshBooks using triggers, actions, and AI logic—automate any process in minutes.

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Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for FreshBooks and Clay integration

In Clay and FreshBooks integration triggers start workflows when something happens, while actions make changes in response.

Triggers 6

Get Data from Clay

Triggers

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New Project

Triggers

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New Client

Triggers

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Actions 7

Send a Webhook to Clay

Actions

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Create Client

Actions

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Create Project

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Clay to FreshBooks

Create powerful Clay integration with FreshBooks in just a few simple steps.

STEP 1

Connect Clay to FreshBooks

Log in to Albato, select Clay and FreshBooks , and follow the quick setup steps—no coding required. Integrate Clay with FreshBooks with just a few clicks!

STEP 2

Build a workflow for your Clay and FreshBooks integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Clay and FreshBooks . Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Clay + FreshBooks integration and access all premium features.

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Connect Clay with FreshBooks to make your workflow smoother and your business more efficient. This integration takes care of the heavy lifting—automatically syncing customer data, managing your sales pipeline, and keeping track of key activities in real time. It cuts down on manual work and helps reduce errors, so your team can focus on what really matters. With Clay and FreshBooks working together, everyone stays on the same page and updates show up instantly across your tools. Whether you're tracking leads, sending invoices, or supporting customers, this integration keeps everything organized and running like clockwork.

FreshBooks integration with Clay

Clay

Enhance your contact management and data workflow with Clay integration via Albato, connecting you to over 1,000 popular applications. Clay is a relationship management platform that helps businesses organize contacts, track interactions, and build meaningful connections. With Albato, you can automate the process of Get Data from Clay and send data to Clay using Send a Webhook to Clay. Integrate Clay with your CRM, email tools, and project management platforms to streamline your business relationships and improve team collaboration. Simplify your contact management and strengthen your networking with Clay integration via Albato.

FreshBooks

Improve accounting automation with FreshBooks integration via Albato. Automate workflows triggered by new projects, clients, estimates, and invoices. Perform actions such as creating clients, invoices, and retrieving invoice data. Integrate with accounting software, CRM platforms, and payment processing tools.

Learn how to connect FreshBooks to Clay

5 min. read

How to Connect Clay to Albato

By connecting Clay and Albato, you can easily automate outreach workflows and optimize your team's performance. Follow the steps below to link Clay to Albato and set up your automation.

Frequently asked questions about Clay and FreshBooks Integration

Why is Albato the best alternative to Zapier for integrating Clay and FreshBooks ?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Clay and FreshBooks . It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Clay and FreshBooks , Albato is the way to go!

Does Clay integrate with FreshBooks on the free plan?

Yes, you can integrate Clay with FreshBooks using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your FreshBooks and Clay integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Clay FreshBooks integration at no cost.

How to connect FreshBooks to Clay for scheduled syncs?

To sync FreshBooks with Clay on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Clay integration with FreshBooks seamless and tailored to your specific needs.

Does Clay integrate with FreshBooks in real time?

Yes, Clay integrates with FreshBooks in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Clay integration with FreshBooks instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Clay and FreshBooks integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your FreshBooks integration with Clay, ensuring your workflows operate according to your requirements.

How to connect Clay to FreshBooks ?

Setting up an integration between Clay and FreshBooks on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Clay and FreshBooks from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Clay (the trigger) that will cause an action in FreshBooks , such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Clay and FreshBooks , ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Clay and FreshBooks , automating your workflows and saving you time.

How to connect Clay to FreshBooks to sync historical data?

To sync Clay with FreshBooks and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your FreshBooks integration with Clay, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect FreshBooks to Clay for two-way synchronization?

To integrate FreshBooks with Clay for two-way synchronization, Albato uses a system of triggers and actions. You can link Clay to FreshBooks by setting up two separate automations. The first automation sent data from Clay to FreshBooks . For instance, when a record is created or updated in Clay, the automation ensures the changes are reflected in FreshBooks . The second automation works in reverse, updating Clay when changes occur in FreshBooks .
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless FreshBooks Clay integration and keeps your data consistent across both platforms.

Build your automation for free!

Get started

Clay and FreshBooks integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for FreshBooks and Clay integration

Get Data from Clay

New Project

New Client

Send a Webhook to Clay

Create Client

Create Project

What users say about Albato

How to Connect Clay to FreshBooks

Connect Clay to FreshBooks

Build a workflow for your Clay and FreshBooks integration

Map your data

How does the integration with Clay and FreshBooks works in Albato?

FreshBooks integration with Clay

Clay

FreshBooks

Learn how to connect FreshBooks to Clay

How to Connect Clay to Albato

Frequently asked questions about Clay and FreshBooks Integration

Why is Albato the best alternative to Zapier for integrating Clay and FreshBooks ?

Does Clay integrate with FreshBooks on the free plan?

How to connect FreshBooks to Clay for scheduled syncs?

Does Clay integrate with FreshBooks in real time?

How to connect Clay to FreshBooks ?

How to connect Clay to FreshBooks to sync historical data?

How to connect FreshBooks to Clay for two-way synchronization?

Build your automation for free!