Do everything in one place
Customize your Bigtincan and FreshBooks integration with the following
triggers and actions.
Triggers
When this happens…
Bigtincan
- New form submissionNew form submission in Bigtincan
- New storyNew story in Bigtincan
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…
Bigtincan
- Custom actionCustom action in Bigtincan (Custom)
- Create storyCreate story in Bigtincan
- Delete storyDelete story in Bigtincan
- Get form by IDGet form by ID in Bigtincan
- Get form data by ID BatchGet form data by ID in Bigtincan
- Get story by IDGet story by ID in Bigtincan
- List channels BatchList channels in Bigtincan
- List form categories BatchList form categories in Bigtincan
- List form fieldsList form fields in Bigtincan
- List forms BatchList forms in Bigtincan
- List stories BatchList stories in Bigtincan
- Update storyUpdate story in Bigtincan
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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