Do everything in one place
Customize your Cloud Sign and FreshBooks integration with the following
triggers and actions.
Triggers
When this happens…
Cloud Sign
- 契約が完了 Real-timeNew completed 契約 in CloudSign
- 契約が却下・取り消し Real-timeNew rejected/cancelled 契約 in CloudSign
Any other trigger you can think up
FreshBooks
- New/updated clientNew/updated client in FreshBooks
- New/updated estimateNew/updated estimate in FreshBooks
- New/updated invoiceNew/updated invoice in FreshBooks
- New/updated paymentNew/updated payment in FreshBooks
Any other trigger you can think up
Actions
Do this…
Cloud Sign
- 書類を作成Create 書類 in CloudSign
- 書類にファイルを添付Create ファイル in CloudSign
- Custom actionCustom action in CloudSign
- 合意締結証明書をダウンロードDownload 合意締結証明書 in CloudSign
- ファイルをダウンロードDownload ファイル in CloudSign
- 書類情報を取得Get 書類情報 in CloudSign
- 書類を取得Get 書類 in CloudSign
- 書類を検索Search for 書類 in CloudSign
- 書類情報を更新Update 書類情報 in CloudSign
Any other action you can think up
FreshBooks
- Add line item to invoiceAdd line item to invoice in FreshBooks
- Create clientCreate client in FreshBooks
- Create expenseCreate an expense in FreshBooks
- Create invoiceCreate invoice in FreshBooks
- Create itemCreate item in FreshBooks
- Get client details by IDGet client details in FreshBooks
- Get item details by IDGet item details in FreshBooks
- Search staff membersSearch for staff member in FreshBooks
- Make paymentMake payment in FreshBooks
- Search a client by email/usernameSearch a client by email/username in FreshBooks
- Update clientUpdate client in FreshBooks
Any other action you can think up
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