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Accounting & finance
FreshBooks + LumiTalk
Route billing conversations and customer follow-up into FreshBooks without re-keying details.
Route billing conversations and customer follow-up into FreshBooks without re-keying details.
✓Keep your existing workflow
✓Give customers a faster response
✓Get hands-on setup support
The workflow
Billing conversation → Find client → Create task or follow-up
From the first conversation to the next action, LumiTalk keeps your team moving without duplicate entry.
01Customer conversationLumiTalk answers, qualifies, and captures context
→
02Structured handoffName, phone, email, summary, and next action
→
03FreshBooksCreate task or follow-up
We’ll do this with you
Get connected without figuring it out alone.
Bring your account and your questions. Our team will help you choose the right connection, configure it securely, and test the handoff with you.
Choose your path
Use the connection that fits your team.
Direct API
Connect directly to the vendor API for the most flexible workflow.
Zapier
Use a ready-made workflow with your Zapier account.
Make
Build a multi-step scenario with Make.
BYOK
Bring your own credentials and keep control of access.
Helpful resources
Keep the setup moving.
Ready to get started?
Connect FreshBooks with LumiTalk.
Schedule a setup session and we’ll help you get the workflow live.
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