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 Project - Trigger when a new project is created.
  • New Estimate - Triggers when a new estimate is created.
  • Updated Invoice - Triggers when an invoice is updated.
  • New Staff Member - Triggers when a new staff member completes their profile from the email they receive.
  • Updated Project - Triggers when a project is updated.
  • New Filtered Invoice - Triggers when a new invoice thats meets the condition is created.Notice: line-item information is not provided by this trigger.
  • New Expense Hook - Triggers when a new expense is created.
  • New Client Hook - Triggers when a new client is created.
  • New Invoice Hook - Triggers when a new invoice 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 Customer - Finds an existing customer.
  • Find Invoice - Finds an existing invoice.

Supported Actions#

  • Create Project - Creates new project.
  • Create Invoice PDF - Creates a PDF of an Invoice.
  • Create Invoice - Creates an Invoice.
  • 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).
  • Send Invoice - Sends an invoice to the email for the invoice client.
  • 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 Client - Creates a new client.
  • 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.
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Common Problems with Freshbooks New on Zapier

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