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Powered by Evara
Use FreshBooks inside Evara without treating it as a disconnected embed. Connect it to the pages, forms, CRM records, payments, workflows, analytics, and conversion events that need it.
Connect FreshBooks once, then use it across the pages, workflows, analytics, and customer actions Evara already manages.
Authorize FreshBooks and choose which Evara customers, invoices, and payment events should sync.
Keep customer names, emails, invoice details, and payment status aligned across both systems.
Finance data stays connected to the activity that created it: forms, bookings, orders, and deals.
Keep accounting cleaner while Evara runs the customer-facing workflow.
FreshBooks stays connected to the Evara pages, customer records, conversion events, and workflows that need it. No brittle connector chain required.
| Data type | Direction | Sync frequency | Notes |
|---|---|---|---|
| Clients & contacts | Evara ↔ FreshBooks | Real-time webhook | New CRM contacts auto-mirror; edits sync both ways |
| Invoices & estimates | Evara → FreshBooks | Real-time webhook | Sent invoices stamped with Evara order ID for reconciliation |
| Time entries | Evara → FreshBooks | On stop | Bookings + manual time tracker entries roll into FreshBooks projects |
| Payment status | FreshBooks → Evara | Real-time webhook | Marks Evara order paid + fires post-payment automation |
| Tax codes & line items | FreshBooks → Evara | Hourly poll | Keeps Evara checkout tax math aligned with your books |
