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FreshBooks and Microsoft Teams integration

Easily show your live FreshBooks data inside Microsoft Teams

Get the power of a smart assistant that talks to your FreshBooks data and pin relevant Adaptive Cards to the built-in dashboard

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App picker with FreshBooks selected
FreshBooks icon

FreshBooks

List invoices

Your FreshBooks data is now securely showing in Microsoft Teams

Image of FreshBooks data loading
Microsoft Teams icon

Microsoft Teams

FreshBooks icon

Your FreshBooks data

Never miss another FreshBooks update

Get more out of your Microsoft Teams investment by increasing visibility of your FreshBooks data where it matters most.

  • You always see the live data thatʼs securely received from your FreshBooks API
  • Perfect for freelancers, managers and business owners that need an aggregated live view of their data

Securely connect to FreshBooks in just a few clicks

At every refresh, your FreshBooks data is collected directly by your browser. adenin doesn’t store this data anywhere else, and you can revoke your access rights anytime.

  • Secure connection with oAuth ensures your data never gets copied or duplicated to adenin servers
  • Users can unauthorize either FreshBooks or Microsoft Teams from receiving their data anytime
Image of FreshBooks securely connecting with authorization from user
FreshBooks icon

FreshBooks

Screenshot of an adenin dashboard

Build a personal dashboard

Apart from Microsoft Teams, the adenin platform offers users a dashboard that can be easily customized to show you all the data that matters to you at a glance.

  • Monitor all your apps from a single dashboard – a space that’s all about you
  • Receive the added benefit of notifications which allow you to stay up-to-date about any app even if it is not persistently pinned to your dashboard
Start your own dashboard 
Connect FreshBooks to Microsoft Teams now

About adenin’s Microsoft Teams channel

Ask your adenin smart assistant anything in Microsoft Teams, just like you would ask a colleague. The built-in language processor, understands user questions naturally and pulls up the correct real-time data to fulfill their request. Save your team valuable time... Read more

Alternative chatbot to Microsoft Teams

ChatGPT

Frequently asked questions about Microsoft Teams FreshBooks integration (FAQ)

What data sources are available for FreshBooks?

FreshBooks provides the following 4 data sources:

FreshBooks integration
List invoices
Shows you a list of invoices from your Freshbooks account
FreshBooks integration
Time entries
Show you recent time entries from your FreshBooks account and whether the client was already billed
FreshBooks integration
Identity information
Returns a list of account and business ID's for the authorized user.
FreshBooks integration
Invoices
Returns a list of invoices for the selected account.

Is the Microsoft Teams integration free?

Yes, Microsoft Teams is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Microsoft Teams are free, the use of adenin (including using data from FreshBooks) incurs usage charges according to your plan. See the pricing page for details →

Who is the Microsoft Teams integration for?

adenin’s Microsoft Teams connector is a popular choice for Finance & Accounting and Sales teams at small to large organizations. The data sources that are built into FreshBooks (see above) are incredibly simple to integrate into Microsoft Teams and don't require any technical know-how. The adenin platform completely handles authenticating with FreshBooks and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Microsoft Teams.

Do I have to be a developer to use the Microsoft Teams integration with FreshBooks?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where FreshBooks is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the FreshBooks integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your FreshBooks data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Microsoft Teams integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my FreshBooks data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your FreshBooks data and in turn authorize us to share this data with Microsoft Teams. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Microsoft Teams) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install FreshBooks integration for Microsoft Teams

With adenin you can easily integrate any business app into Microsoft Teams

  1. Click the Add button below

    adenin logoAdd FreshBooks to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your FreshBooks integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your FreshBooks account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the FreshBooks API.

    Image of FreshBooks securely connecting with authorization from user
    FreshBooks icon

    FreshBooks

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your FreshBooks Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your FreshBooks works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Microsoft Teams integration to your Microsoft Teams account.

Simply follow the Add to Teams button to open the adenin app in Microsoft Teams. Click Add to add it to your Teams account.

Then you can choose between Chat and Dashboard to either speak to the chatbot or see your personal dashboard.

If you see an error message like this, it's likely that you don't have the correct permissions to install our Teams app. Please contact your administrator.

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With all our other apps, your possibilities are endless

adenin’s Microsoft Teams integration isn't just limited to Accounting applications, such as FreshBooks. Truly transform your Microsoft Teams experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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