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 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…

Complete EDI Solutions
  • Parse EDI Document
    Parse EDI Document into container for EDI Data in Complete EDI
  • Create EDI Document from JSON
    Create EDI document from JSON in Complete EDI
  • Create EDI Document From XML
    Create EDI Document From XML in Complete EDI
  • Create JSON Document From EDI
    Create JSON formatted EDI Document from raw EDI data in Complete EDI
  • Process EDI File
    Send Raw EDI File to Complete EDI for processing into JSON
  • Download Processed EDI File
    Download JSON formatted EDI Document from Complete EDI server
  • Create EDI Acknowledgement
    Create an EDI acknowledgment from EDI input in Complete EDI
  • Split Raw EDI Document
    Split Raw EDI Document into individual EDI transactions in Complete EDI
  • Send JSON File Via SFTP
    Translate 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 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

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