FreshBooks and TrustArc Integrations [winzel] integrations and automations

Seamlessly connect FreshBooks and TrustArc Integrations [winzel]. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

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Build powerful workflows, fast

Triggers

When this happens…

FreshBooks
  • New/updated client
    New/updated client in FreshBooks
  • New/updated estimate
    New/updated estimate in FreshBooks
  • New/updated invoice
    New/updated invoice in FreshBooks
  • New/updated payment
    New/updated payment in FreshBooks

    • Any other trigger you can think up

TrustArc Integrations [winzel]
  • NEW Assessment Events [Assessment Manager] Batch
    New Assessment Events in TrustArc system
  • NEW Assessment Task Events [Assessment Manager] Batch
    New Assessment Task Events in TrustArc system
  • DELETED Entities [Data Mappings & Risk] Batch
    Deleted Entities in TrustArc system
  • NEW Events [Data Mappings & Risk] Batch
    Created events for Entities in TrustArc system
  • NEW/UPDATED Entities [Data Mappings & Risk] Batch
    New/updated Entities in TrustArc system

    • Any other trigger you can think up

Actions

Do this…

FreshBooks
  • Add line item to invoice
    Add line item to invoice in FreshBooks
  • Create client
    Create client in FreshBooks
  • Create expense
    Create an expense in FreshBooks
  • Create invoice
    Create invoice in FreshBooks
  • Create item
    Create item in FreshBooks
  • Get client details by ID
    Get client details in FreshBooks
  • Get item details by ID
    Get item details in FreshBooks
  • Search staff members
    Search for staff member in FreshBooks
  • Make payment
    Make payment in FreshBooks
  • Search a client by email/username
    Search a client by email/username in FreshBooks
  • Update client
    Update client in FreshBooks

    • Any other action you can think up

TrustArc Integrations [winzel]
  • GET Assessment Answer Responses [Assessment Manager] Batch
    Call the API to fetch the assessment's answer responses matched by the given assessment identifier
  • CREATE Assessment [Assessment Manager]
    Call the API to create an assessment
  • DELETE Assessment [Assessment Manager]
    Call the API to delete an assessment matched by its identifier
  • GET Assessment [Assessment Manager]
    Call the API to fetch an assessment matched by its identifier
  • GET Assessment Task [Assessment Manager]
    Call the API to fetch an assessment task matched by its identifier
  • DELETE Entity [Data Mappings & Risk]
    Call the selected entity API and delete the entry matched by TrustArc Id or source system Id (this operation cannot be undone).
  • GET Entity [Data Mappings & Risk]
    Call the selected entity API and return one entry matched by TrustArc Id or source system Id.
  • GET Entities List [Data Mappings & Risk] Batch
    Call the selected entity API and return entries filtered by the input parameters.
  • CREATE/UPDATE Entity [Data Mappings & Risk]
    Call the selected entity API and create one entry or update the entry matched by its ID

    • Any other action you can think up

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