Dun and Bradstreet and FreshBooks integrations and automations

Do everything in one place

Customize your Dun and Bradstreet 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…

Dun and Bradstreet
  • Custom action
    Custom Action in D&B
  • Get Category
    Get Category details in D&B
  • Enrich Companies
    Enrich Company data by D-U-N-S Number in D&B
  • Match and Enrich Contacts
    Search Contacts in D&B
  • Search Companies
    Search Companies in D&B
  • Match Companies
    Match Companies in D&B

    • 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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