Accounting

Freshbooks

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients

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Supported
Triggers, Searches, Filters, and Actions

Search

Search a Service

Searches services.

Search

Search an Item

Searches itemsSearch an Item Searches items

Search

Search an Invoice

Returns invoices by filter

Search

Search an Estimate

Searches estimates.

Search

Search a Client

Searches for a client.

Search

Find a Client

Finds a client by email or username.

Trigger

New Task

Triggers for new task in a project or account.

Trigger

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

Trigger

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

Trigger

Any Account Activity

Triggers instantly on your choice of records either created or updated.

Trigger

New Invoice

Triggers when a new invoice is created (with line item support).

Trigger

New Time Entry

Triggers for new time entries in any project.

Trigger

New Staff Member

Triggers when there is a new staff member created.

Trigger

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

Trigger

New Contact

Triggers when a new contact is added for a client.

Trigger

New Payment

Triggers when a new payment is created.

Trigger

New Client

Triggers when a new client is added.

Action

Update a Service

Updates service by ID.

Action

Update an Item

Updates an existing item

Action

Update an Invoice

Updates an invoice by ID

Action

Update a Client

Updates a client by ID.

Action

Make an API Call

Performs an arbitrary authorized API call.Make an API Call Performs an arbitrary authorized API call.

Action

Create a Service

Creates a service.

Action

Create an Item

Creates an item

Action

Create an Invoice

Creates a new invoice.

Action

Create an Estimate

Creates estimates.

Action

Create a Client

Creates a client.

Action

Create Task

Create a new task automatically.

Action

Create Product (Item)

Create a new product (called an Item) inside Freshbooks.

Action

Create Expense

Creates a new expense

Action

Create Paid Invoice

Create a new invoice and mark it as paid.

Action

Create Time Entry

Creates a new time entry on a task

Action

Send Invoice

Given an invoice ID, send an invoice by email or snail mail.

Action

Create Invoice

Create an invoice, and optionally send it.

Action

Create Estimate

Given a Client, create a new Estimate for them inside Freshbooks

Action

Create Estimate

Given a Client, create a new Estimate for them inside Freshbooks

Action

Create Project

Create a new project automatically.

Action

Create Tweet

Create a new client automatically.

Available Datasets

Clients

It returns a list of clients. A client in the new FreshBooks is a resource representing an entity you send invoices to.

Estimates

It returns a list of estimates. Estimates in FreshBooks provides Owners and Clients a way to agree and negotiate on the price and scope of work before it commences.

Expense Category

It returns a list of Expense Categories. FreshBooks supplies Expense Categories to group expenses together to aid in expense tracking.

Expenses

It returns a list of expenses. Expenses are used to track expenditures your business incurs.

Gateways

It returns a list of gateways. Gateways are also referred to as Payment Processors. The information returned by these endpoints specifies what payment processors are enabled for your Businesses.

Identity

It returns OAuth authentication, preferences, permissions, roles, and business information.

Invoices

It returns a list of invoices. Invoices in FreshBooks are what gets sent to Clients, detailing specific goods or services performed or provided by the Administrator of their System, and the amount that Client owes to the Admin.

Items

It returns a list of items information. Items are stored from invoice lines to make invoicing easier in the future.

Payments

It returns a list of payment information. Payments are a record of the payments made on your invoices.

Projects

It returns a list of Project information. Projects in FreshBooks are used to track business projects and related information such as hourly rate, service(s) being offered, projected end date...etc

Staffs

It returns a list of employee's information

Systems

It returns systems information.?An Accounting System represents an entity that can send invoices. It is the central point of association between all of a single Administrator of a single Business? Invoices, Clients, Staff, Expenses, and Reports.

Tasks

It returns a list of tasks. Tasks in Freshbooks represent services that your business offers to clients. Tasks are used to keep track of details of the service such as name and hourly rate.

Taxes

It returns taxes.?FreshBooks allows you to store your previously used taxes to re-apply conveniently.

Time Entries

It returns time entries. Time Entries represent time spent working for a client or project.

Frequently Asked Questions

What endpoint is the base URL for this connector?

The base URL for FreshBooks is https://api.freshbooks.com.

What kind of credentials do I need to power up this connector?

You need the email and password of your FreshBooks account.

How do I know my FreshBooks credentials are secure?

The login process uses the OAuth process, so your credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo's access to your account at any time.

Can I use the same account multiple times to create datasets?

Yes

How often can the data be updated?

As often as needed.

Are there any API limits that I need to be aware of?

No

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