Coda + FreshBooks

Coda + FreshBooks integrations

Manage new FreshBooks invoices by upserting rows in Coda

When a new invoice is generated in FreshBooks, this workflow ensures that a corresponding row is added or updated in Coda. Save your valuable time by getting your invoice data seamlessly updated, eliminating the need to shuffle between your apps. This efficient automation does all the meticulous work, allowing you to focus more on growing your business.

When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerInstant
automatically do this!
Upsert RowCreates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
ActionWrite

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More things you can do with FreshBooks and Coda

Discover other triggers and actions you can use with FreshBooks and Coda

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- Customer
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- Create Date
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- Line Item Description
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- Amount
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- Account
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- Client
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- Line Item Name
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- Discount Amount
- Discount Description
- Invoice Number
- PO Number
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- Account
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- Vendor Name
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- Contact First Name
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- Account
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- Create if Client Does Not Exsist
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- Last Name
- Mobile Phone
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- Primary City
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- Account
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- Create if Estimate Does Not Exist
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- Customer
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- Terms
- Address
- PO Number
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- Street 2
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- Client ID
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- Account
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- Search Field
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- Currency Code
- Language
- Terms
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- PO Number
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- Account
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- Pending Client
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Write
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Write
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Write
- Account
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- Item ID
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- Amount
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- Currency
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- Is Active?
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- Send Admin Receipt?
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- Tax Amount
- Tax Name
- Item Name
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- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
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- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
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- Create if Invoice Does Not Exist
  Required
- Append Line Items on Update
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- Currency Code
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- Invoice Number
  Required
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Vendor ID
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- Vendor Name
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
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- Is 099
Action
Write
- Account
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- Credit Note ID
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor
  Required
- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Email
  Required
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Search or write
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Request ID
  Required
Action
Write
- Document
  Required
- Table
  Required
- Row
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.

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About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

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Accounting

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