Integrate FreshBooks with Cascade

Integrate FreshBooks with Cascade to bring visibility on your key financial metrics like net income, profit margin, return on equity, quick ratio, and so on. With this integration, you can automatically update your measures in Cascade, and report accurate progress on your strategic objectives.

This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and your FreshBooks app. 

Remember that the steps in this article provide a general guideline, and the specific steps and details may vary based on the features and capabilities provided by FreshBooks and Cascade at the time of your integration. Please reach out to us for assistance if you are looking to connect FreshBooks with Cascade and create an automated workflow.

Prerequisites

Before you establish the connection, it is important that these prerequisites are met:

Cascade:

• A ‘Paid’ tier account in Cascade to access Zapier connections.

• A Measure that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your FreshBooks app.

• The tracking type of the measure is set as Zapier, with the initial and target values defined.

Zapier:

A valid Zapier account.

FreshBooks:

• A valid FreshBooks account.

• An invoice in FreshBooks app that has the measure's data point (that needs to be updated in Cascade).

How to automate workflow between FreshBooks and Cascade?

1. Log into your Zapier account.

2. Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.

3. Choose FreshBooks as the Trigger App.

4. Select the specific trigger event, such as "Updated invoice" or any other event that you want to use as a trigger.

5. Connect your FreshBooks account to Zapier by providing the necessary authorization.

6. Perform a test to ensure that Zapier can trigger based on the selected FreshBooks event.

7. Choose Cascade as the Action App.

8. Select the specific action event, such as "Update Measure's current progress" or any other action you want to perform in Cascade.

9. Connect your Cascade account to Zapier by providing the necessary authorization.

10. Map the data fields from FreshBooks to corresponding fields in Cascade.

11. Perform a test to ensure that Zapier can send data from FreshBooks to Cascade successfully.

12. Once both the trigger and action steps are configured and tested successfully, turn on your Zap. This will make it live and start automating the data transfer between FreshBooks and Cascade.

Advanced integration with FreshBooks using API:

Alternatively, you can develop a custom integration between FreshBooks and Cascade using their respective APIs. You can leverage the APIs to

• Automatically create goals or tasks in Cascade when new invoices are created in FreshBooks.

• Import expense data from FreshBooks to Cascade and track metrics from within Cascade.

Our advanced integrations can supercharge your strategy by tying your technical ecosystem together directly into Cascade. This will eliminate the need for almost any duplication of effort and will keep your Cascade environment up to date with the most recent data no matter where you are tracking it.

1. Obtain the necessary API credentials from your FreshBooks account or administrator.

2. Identify the specific data points in FreshBooks that you would like to be integrated with Cascade.

3. Understand how these data points map to the corresponding fields in Cascade.

4. Identify and utilize the best way to retrieve or send data between the platforms while handling data mapping and transformation as needed. For example, APIs, data exports, webhooks, etc.

Reach out to us anytime to start the conversation on how we can help leverage our API to integrate with your data.