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Workflow Management Software Integrated with FreshBooks (2026)

Last updated: April 2026

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28 software options

Cognito Forms logo

Cognito Forms

Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Zoho Creator logo

Zoho Creator

An all-in-one AI-based low-code app development software

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Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business.

Currently, 13,000+ customers have built 6M applications on Zoho Creator, a testimony to the power of the platform.

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Rayven logo

Turn messy, siloed data into automations + operational apps.

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Rayven delivers operational systems for industrial businesses, turning messy data into automation and made-to-fit operational applications.

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Next Matter logo

Workflow automation and process management software

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Next Matter is one of the most customizable workflow management and automation solutions currently available. Our platform helps your organization to map, track, and change your business processes for excellent operations.

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PerfectApps logo

Build web apps & automate workflow - No code required.

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With PerfectApps no-code platform, you can:

• Build web apps, web forms & reports
• Automate workflows
• Send automated notifications
• Create drill down reports with data grids, graphs and charts
• Get full visibility to workflow processes
• Integrate with LDAP, databases & 3rd party apps

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MaintainX logo

AI-driven maintenance & asset management platform

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Modern workflow management for frontline teams. Enhance maintenance, safety, and operations in an intuitive, collaborative platform.

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HoneyBook logo

Client management for freelancers & SMBs

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Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

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Zapier logo

Zapier makes you happier

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Zapier connects the web apps SMBs use every day so you can save time, automate tedious tasks, and focus on what matters most. In just a few minutes, you can set up automated workflows using 6,000+ of the most popular web apps—no code required.

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Workato logo

AI orchestration & integration platform

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Workato connects your apps and automate your business. Easily enable powerful automation of business workflows and tasks across apps - without a need for IT.

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APIANT logo

API Integration Software - Cloud & Self-Hosted

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Sophisticated integrations can be deployed in seconds with thousands of pre-built templates and business specific requirements with custom integrations.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Run any type of workflow, find process bottlenecks, and leverage automation all on one intuitive interface.

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ProofHub logo

All-In-One Project Management and Team Collaboration Tool

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ProofHub is a cloud based project management and collaboration software built to simplify the communication between teams & projects. You can achieve the better work satisfaction and bring down the project delivery time.

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Teamwork.com logo

Profit from every client demand.

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Work and project management software that helps in-house teams and agencies improve collaboration, visibility, accountability, and ultimately results. The last project management tool you’ll ever use. Get started working together beautifully with Teamwork.com today for free or schedule a demo.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

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Knack logo

The most secure app and database builder for businesses.

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Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

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Progress ShareFile logo

Secure file sharing and sync

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Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

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ProWorkflow logo

Your go to platform for projects, task, and time management.

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ProWorkflow includes numerous different views to manage and visualize your workflow, such as breakdown reports, timelines, staff activity, tasks, & more. Signup for a free trial today!

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QuickBooks Online Advanced logo

Accounting & business management for small businesses

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Automate and optimize business processes with customizable workflow management for approvals, tasks, and notifications.

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Boomi logo

Cloud Integration Platform

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Automate triggers, events, and other actions to deliver information where it’s needed. Quickly build applications that automate routine workflows and functions to make people more productive, reduce the repetitive tasks that make jobs frustrating, and ensure customers always get what they want.

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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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Hive logo

Where projects and teams come together.

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We help teams move faster. Hive is the world's first democratic project management platform built for workflow management.

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Formstack Suite logo

Cloud-based tool for form building and workflow automation.

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Formstack is a cloud-based form building solution that helps organizations with the tools to build online forms, collect information, integrate systems, automate workflows, and more.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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Podio logo

Cloud-based tool for collaborating on and managing projects

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Podio is a business software that helps teams work together more effectively. It provides a centralized platform for managing projects, tasks, and communication. Podio caters to a range of industries, including accounting, real estate, and marketing agencies, enabling teams to streamline their workflows and boost productivity.
A tool that your team will love to use, that's entirely customizable to suit how you run projects most efficiently.

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