Do everything in one place

Customize your BlackLine 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…

BlackLine
  • Import account assignments
    Import account assignments in BlackLine
  • Import account balances
    Import account balances in BlackLine
  • Import account group mappings
    Import account group mappings in BlackLine
  • Import account group settings
    Import account group settings in BlackLine
  • Import account settings
    Import account settings in BlackLine
  • Import bank balances
    Import bank balances in BlackLine
  • Import budgets
    Import budgets in BlackLine
  • Import CIM mappings
    Import CIM mappings in BlackLine
  • Import currency rates
    Import currency rates in BlackLine
  • Import entities
    Import entities in BlackLine
  • Import entity types
    Import entity types in BlackLine
  • Import item detail
    Import item detail in BlackLine
  • Import multi-currency balances
    Import multi-currency balances in BlackLine
  • Import subledger balances
    Import subledger balances in BlackLine
  • Import task dependencies
    Import task dependencies in BlackLine
  • Import task description
    Import task description in BlackLine
  • Import tasks
    Import tasks in BlackLine
  • Import tasks auto-certify completion
    Import tasks auto-certify completion in BlackLine
  • Import team types
    Import team types in BlackLine
  • Import teams
    Import teams in BlackLine
  • Import user entities
    Import user entities in BlackLine
  • Import user roles
    Import user roles in BlackLine
  • Import user team assignments
    Import user team assignments in BlackLine
  • Import users
    Import users in BlackLine
  • Import variance group mapping
    Import variance group mapping in BlackLine
  • Import variance group settings
    Import variance group settings in BlackLine
  • Import variance rules
    Import variance rules in BlackLine
  • Import variance settings
    Import variance settings in BlackLine
  • 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

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo