How to Send MailPoet Data to FreshBooks

FreshBooks is an accounting platform for managing finances. Getting MailPoet subscriber into FreshBooks does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to accounting. No task meter, no monthly bill.

What you will need

• A WordPress site with MailPoet installed and configured.
• A FreshBooks account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect FreshBooks to AFI

FreshBooks uses OAuth 2.0 for authentication. In AFI → Settings → FreshBooks, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it MailPoet to FreshBooks.

2. Pick your trigger

Select MailPoet as the form provider. AFI fires when a subscriber joins a list or a newsletter form is submitted, giving you access to subscriber name, email, list ID, and subscription status.

3. Select FreshBooks as the destination

Choose FreshBooks from the platform dropdown and pick Create Client. This creates a client in FreshBooks.

4. Map fields

Match each FreshBooks field on the left to the corresponding MailPoet field on the right. Common mappings include subscriber name, email, list ID, and subscription status. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in MailPoet. Check FreshBooks to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to FreshBooks with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which MailPoet events trigger the integration?

AFI fires when a subscriber joins a list or a newsletter form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect MailPoet to FreshBooks in minutes.