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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