FreshBooks + Stax
Create or update FreshBooks New contacts when new payments are received in Stax
Don't lose track of your customers payments and automatically apply a note to a client in FreshBooks New every time a payment is received in Stax. With this integration, every time a payment is received in Stax, the payment notification will be applied as a note on the client record in FreshBooks New.
Don't lose track of your customers payments and automatically apply a note to a client in FreshBooks New every time a payment is received in Stax. With this integration, every time a payment is received in Stax, the payment notification will be applied as a note on the client record in FreshBooks New.
- When this happens...
New PaymentTriggers when a new payment (transaction) is posted to your account.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update ClientUpdates an existing client based on email. Optionally create a client if one is not found with matching email.
ActionWriteCreate a new record or update an existing record in your app.
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New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Catalog Item
Triggers when a catalog item has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Payment
Lists your Payments.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Payment
Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Due Date
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Schedule TypeRequired
Start OnRequired
Run IntervalRequired
Schedule this many timesRequired
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Item's unique identifier in the catalogRequired
Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by customerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
Customer
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Due Date
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Customer
Schedule TypeRequired
Start OnRequired
Run IntervalRequired
Schedule this many timesRequired
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
StatusRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
EmailRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
Amount CodeRequired
Category NameRequired
AmountRequired
NameRequired
Date
Note
Payment Type
Source
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
FrequencyRequired
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email RecipientsRequired
Email BodyRequired
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Bill IDRequired
Vendor
Currency Code
Date of Issue
Days Due From Issue
Bill Number
Language
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Client Does Not ExsistRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Create if Estimate Does Not ExistRequired
Customer
Create Date
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate ID
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Time Entry IDRequired
Project
Started At
Duration
Is Logged
Internal?
Client ID
Billed?
Billable?
Active?
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Credit Note ID
Client IDRequired
Credit Type
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
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
CustomerRequired
Create DateRequired
Estimate Number
Organization
First Name
Last Name
Visibility State
Discount Value
Currency Code
Language
Terms
Address
PO Number
Street
Street 2
City
Province
Zip Code
Country
Estimate
Sent ID
Value Added Tax Name
Value Added Tax Number
Notes
Name
Description
Type
Quantity
Unit Cost Amount
Unit Cost Code
Tax Name 1
Tax Amount 1
Tax Name 2
Tax Amount 2
Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Dispute
Triggers when a new dispute is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Catalog Item
Triggers when a new catalog item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment (transaction) is posted to your account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Scheduled Invoice
Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First/Given NameRequired
Last/Family NameRequired
Email AddressRequired
Allow Customer to Pay With Credit Card
Company associated with this customer
Phone Number
SMS Number
Street Address, Line 1
Street Address, Line 2
City
State/Province
Zip/Postal Code
Country
Reference
Notes about Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Total to ChargeRequired
Payment MethodRequired
Invoice
Create Pre-Authorization?Required
First/Given NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
First/Given NameRequired
Last/Family NameRequired
Email AddressRequired
Allow Customer to Pay With Credit Card
Company associated with this customer
Phone Number
SMS Number
Street Address, Line 1
Street Address, Line 2
City
State/Province
Zip/Postal Code
Country
Reference
Notes about Customer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Total to ChargeRequired
Payment MethodRequired
Invoice
Create Pre-Authorization?Required
First/Given NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
AmountRequired
Date
Invoice IDRequired
Payment Type
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Item IDRequired
PriceRequired
CurrencyRequired
Tax Amount
Tax Name
Send Admin Receipt?Required
Note
Is Active?
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Type
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
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 Percent
Tax1 Name
Tax2 Amount
Tax2 Name
Tax2 Percent
Compounded Tax
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TitleRequired
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Project
Task
Started AtRequired
Created At
DurationRequired
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Email Body
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Checkout Link IDRequired
Item IDRequired
AmountRequired
CurrencyRequired
Note
Is Active?Required
Send Admin Receipt?Required
Tax Amount
Tax Name
Item NameRequired
Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client IDRequired
Credit Note IDRequired
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
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Client
Create if Invoice Does Not ExistRequired
Append Line Items on UpdateRequired
Currency Code
Date of Issue
Days Due From Issue
Invoice NumberRequired
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Vendor IDRequired
Vendor Name
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Credit Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search FieldRequired
Search ValueRequired
VendorRequired
Currency CodeRequired
Date of Issue
Days Due From Issue
Bill Number
LanguageRequired
Description
QuantityRequired
Tax Name
Tax Percent
RateRequired
Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
EmailRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
ClientRequired
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Search FieldRequired
Search ValueRequired
Vendor NameRequired
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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