All integrationsAccounting & Finance

FreshBooks

Invoicing and accounting for small businesses.

actions
27
triggers
4

Triggers

Start a workflow when something happens in FreshBooks.

  • New clientTriggers when a client is added in FreshBooks
  • New invoiceTriggers when an invoice is created in FreshBooks
  • Invoice paidTriggers when an invoice in FreshBooks is paid in full
  • New paymentTriggers when a payment is recorded in FreshBooks

Actions

Steps a workflow can run in FreshBooks.

  • Create clientAdd a client: a company or person you bill. Give at least a company, a name or an email address.
  • Get clientGet a client's details by ID.
  • Update clientChange a client's details. Only the fields you fill in change.
  • Find clientFind a client by email address, or by part of their name or company. Says whether one was found, so a workflow can create the client when not.
  • List clientsList clients, optionally only those whose name matches.
  • Delete clientDelete a client. FreshBooks keeps it in its deleted list, where it can be restored.
  • Create invoiceCreate a draft invoice for a client, with one line or several. Send it with 'Send invoice' or 'Mark invoice as sent'.
  • Get invoiceGet an invoice with its lines, totals and status.
  • List invoicesList invoices, optionally by client, status or date.
  • Update invoiceChange an invoice's dates, number, reference, discount, notes, terms or lines. Only the fields you fill in change.
  • Send invoiceEmail an invoice from FreshBooks, with a link to view and pay it. Marks it as sent.
  • Mark invoice as sentMark a draft invoice as sent without emailing it, for one you deliver yourself. FreshBooks then counts it in its reports.
  • Delete invoiceDelete an invoice. FreshBooks keeps it in its deleted list, where it can be restored.
  • Create estimateCreate a draft estimate (a quote) for a client, with one line or several.
  • Delete estimateDelete an estimate. FreshBooks keeps it in its deleted list, where it can be restored.
  • Record paymentRecord a payment you received against an invoice. With no amount, it pays what is still owed.
  • List paymentsList payments received, optionally by invoice, client or date.
  • Delete paymentDelete a payment recorded by mistake. The invoice is owed again.
  • Create expenseRecord money your business spent, optionally to bill on to a client or project.
  • List expensesList expenses, optionally by category, client, project or date.
  • Delete expenseDelete an expense. FreshBooks keeps it in its deleted list, where it can be restored.
  • Create projectCreate a project to track time and expenses against, billed by the hour or at a fixed price.
  • List projectsList projects, open, completed or both.
  • Delete projectDelete a project for good.
  • Log timeLog time you worked, as yourself, optionally on a project or for a client.
  • List time entriesList logged time, optionally by client or when it started.
  • Delete time entryDelete logged time for good.

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