FreshBooks integration

DueDrop + FreshBooks

DueDrop reads your invoices in FreshBooks and the email thread you already have with each client, then drafts the next follow-up in your voice. You approve it, it sends from your own inbox, and it pauses the moment they reply.

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FreshBooks FreshBooks
DueDrop DueDrop
Your client
FreshBooks → DueDrop draft → your approval → your client
This page covers how the integration works. Looking for better FreshBooks invoice follow-up? →
What connecting unlocks

Three things that change the day you connect FreshBooks.

01

Overdue invoices get a follow-up drafted, not a template sent.

DueDrop watches FreshBooks for invoices that slip past due and drafts the next follow-up from the email thread you already have with that client. If you also want a softer heads-up before the due date, set a separate cadence for that.

02

Client context pulls automatically

Name, amount, invoice number, due date, and the prior email thread — all pulled in before the draft is written, so you approve a finished follow-up instead of filling in blanks.

03

One source of truth — yours

What's in FreshBooks is what DueDrop acts on. The second you mark an invoice paid there, queued follow-ups stop here. And when the client replies, the cadence for that invoice pauses whether the invoice is paid yet or not.

Setup

Three steps. Then DueDrop drafts, you approve.

Connect once. DueDrop watches for invoices that need a nudge and has the draft waiting for you.

STEP 01

Sign in with FreshBooks.

Standard OAuth — you stay on FreshBooks's own authorization screen. We never see your password, and you can revoke access in one click from your FreshBooks account.

accounts.freshbooks.com/authorize
FreshBooks + DueDrop

DueDrop is requesting access to your FreshBooks account

Permissions requested
  • Read-only access to your invoice list and payment status
  • Read client names, emails, and invoice history
  • No access to expenses, time tracking, or project data
  • No write access — we never modify invoices or records
STEP 02

DueDrop stays in sync with FreshBooks in real time.

Create an invoice, update a due date, or mark one paid — DueDrop sees it within seconds, without you refreshing, resyncing, or doing anything else. The hour an invoice ages past due, the draft follow-up is ready for your review. Add a pre-due heads-up cadence too if you want one.

duedrop · freshbooks · activity webhook connected · review mode
07:00:03 Webhook received · INV-3091 · updated EVENT
07:00:04 Matched to "due in 3 days" rule UPCOMING
07:00:06 Drafted · waiting for your approval REVIEW
09:14:02 Approved · sent · INV-3091 (heads-up) SENT
11:02:17 Webhook received · INV-2847 · 14 days overdue EVENT
11:02:18 Matched to overdue rule SPOTTED
11:02:20 Reading prior thread (4 msgs) to match tone CONTEXT
11:02:25 Drafted · waiting for your approval REVIEW
STEP 03

When an invoice goes overdue, DueDrop drafts the follow-up. You approve it.

The draft matches your tone, fills in the client's name and invoice details from FreshBooks, and waits for you. Approve it and it sends from your connected email. Once you trust it for a client, switch that client to auto-send and skip the approval step.

Security & permissions

Minimal access, always in your control.

  • Read-only, always.

    DueDrop never creates, changes, or deletes anything in your FreshBooks account.

  • We never see your password.

    When you click Allow, FreshBooks hands us a limited access token — not your login credentials.

  • Encrypted end to end.

    Bank-grade encryption in transit and in our database.

  • Disconnect whenever.

    One click in your FreshBooks account cuts us off completely. Cancel DueDrop and we delete your data — no lingering copies.

  • Plan support.

    Works with every paid FreshBooks plan (Lite and up).

permissions · freshbooks read-only
  • → Read-only access to your invoice list and payment status
  • → Read client names, emails, and invoice history
  • → No access to expenses, time tracking, or project data
  • → No write access — we never modify invoices or records
Granted by you on FreshBooks's own consent screen. Revocable any time.
FAQ

About the FreshBooks integration specifically.

Does DueDrop work with FreshBooks Classic?
No — only current FreshBooks. The Classic API is being retired and doesn't give us a stable enough base to build on. If you're on Classic, FreshBooks has a migration path; once you're over, DueDrop connects in a couple of clicks.
What happens when a client pays through FreshBooks Payments?
DueDrop sees the payment applied on the next sync and immediately cancels any queued reminders. Works the same whether the payment came through Stripe, WePay, or a manual mark-as-paid.
Can DueDrop see my retainer invoices?
Yes — any invoice FreshBooks lists in your invoices tab, DueDrop reads. Retainers, recurring, one-off, deposit invoices — all the same to us.
Does DueDrop write anything back to FreshBooks?
No. The integration is read-only. We pull invoice and client data; we never create, modify, or delete anything in your FreshBooks account.
How fast does DueDrop react when I send a new invoice?
Usually within seconds. FreshBooks notifies DueDrop by webhook, so a brand-new invoice is picked up and its follow-up windows calculated from the due date straight away. A periodic sync runs behind that as a safety net in case a webhook is ever missed. Either way, you don't need to trigger anything.
Looking for a general question? See the full FAQ on the main page →

Your next overdue invoice doesn't need another template.

Connect your accounting system and your inbox. DueDrop will draft the first follow-up from the conversation you already have with that client — and nothing sends until you approve it.

Draft my first follow-up
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