Casavi and FreshBooks integrations and automations

Seamlessly connect Casavi and FreshBooks. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Casavi
  • New events Real-time
    New events in Casavi
  • New or updated trigger
    New or updated trigger in Casavi
  • New or updated trigger (Batch)
    New or updated trigger in Casavi (Batch)
  • New trigger
    New trigger in Casavi
  • New trigger (Batch)
    New trigger in Casavi (Batch)

    • Any other trigger you can think up

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

Actions

Do this…

Casavi
  • Create record
    Create record in Casavi
  • Custom action
    Custom action in Casavi
  • Delete record
    Delete record in Casavi
  • Execute operation
    Execute operation in Casavi
  • Get record details by ID
    Get record details by ID in Casavi
  • Search records
    Search records in Casavi
  • Update record
    Update record in Casavi

    • Any other action you can think up

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

One platform

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