FreshBooks New

FreshBooks New Help & Support

What Freshbooks New Triggers and Actions are Supported

Supported Triggers#

  • New Time Entry - Trigger when a new time entry is created.
  • Updated Estimate - Triggers when an estimate is updated.
  • New Expense - Triggers when a new expense is created.
  • New Client - Triggers when a new client is created.
  • New Payment Hook - Trigger when a new payment is created.
  • New Expense Hook - Triggers when a new expense is created.
  • New Estimate - Triggers when a new estimate is created.
  • Updated Invoice - Triggers when an invoice is updated.
  • New Project - Trigger when a new project is created.
  • New Staff Member - Triggers when a new staff member completes their profile from the email they receive.
  • New Filtered Invoice - Triggers when a new invoice thats meets the condition is created.Notice: line-item information is not provided by this trigger.
  • Updated Project - Triggers when a project is updated.
  • New Invoice Hook - Triggers when a new invoice is created.
  • New Client Hook - Triggers when a new client is created.
  • New Payment - Triggers when a new payment is created.
  • New Invoice - Triggers when a new invoice is created. This trigger only returns a summary of the invoice, as the line items aren't included.

Supported Searches#

  • Find Invoice - Finds an existing invoice.
  • Find Customer - Finds an existing customer.

Supported Actions#

  • Create Project - Creates new project.
  • Create Invoice PDF - Creates a PDF of an Invoice.
  • Create Invoice - Creates an Invoice.
  • Create Client - Creates a new client.
  • Add Payment to Invoice - Adds payment to invoice.
  • Create Expense - Creates new expense.
  • Create Other Income - Creates other income (i.e., income that doesn't require an invoice and is received through other means).
  • Create or Update Invoice - Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.
  • Create Time Entry - Creates new time entry.
  • Create or Update Client - Updates an existing client based on email. Optionally create a client if one is not found with matching email.
  • Create Estimate - Creates a new estimate.
  • Send Invoice - Sends an invoice to the email for the invoice client.

How to Get Started with Freshbooks New on Zapier

To get started with FreshBooks New on Zapier, first you will need to click to connect your FreshBooks New account to use with your Zap.

Click to connect FreshBooks New

You’ll now be asked to log into your FreshBooks New account (unless you are already logged in).

Login to FreshBooks New

Finally, you will be asked to give Zapier permission to access your account. Click “Allow Access” to continue.

Authorize FreshBooks New on Zapier

If all steps were successful your FreshBooks New account will now be successfully connected.

FreshBooks New connection successfull

Common Problems with Freshbooks New on Zapier

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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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