Do everything in one place
Customize your Complete EDI Solutions and FreshBooks integration with the following
triggers and actions.
Triggers
When this happens…
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…
Complete EDI Solutions
- Parse EDI DocumentParse EDI Document into container for EDI Data in Complete EDI
- Create EDI Document from JSONCreate EDI document from JSON in Complete EDI
- Create EDI Document From XMLCreate EDI Document From XML in Complete EDI
- Create JSON Document From EDICreate JSON formatted EDI Document from raw EDI data in Complete EDI
- Process EDI FileSend Raw EDI File to Complete EDI for processing into JSON
- Download Processed EDI FileDownload JSON formatted EDI Document from Complete EDI server
- Create EDI AcknowledgementCreate an EDI acknowledgment from EDI input in Complete EDI
- Split Raw EDI DocumentSplit Raw EDI Document into individual EDI transactions in Complete EDI
- Send JSON File Via SFTPTranslate a JSON File to Raw EDI and send via SFTP in Complete EDI
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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