Cloud Sign and FreshBooks integrations and automations

Do everything in one place

Customize your Cloud Sign and FreshBooks integration with the following triggers and actions.

Triggers

When this happens…

Cloud Sign
  • 契約が完了 Real-time
    New completed 契約 in CloudSign
  • 契約が却下・取り消し Real-time
    New rejected/cancelled 契約 in CloudSign

    • Any other trigger you can think up

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…

Cloud Sign
  • 書類を作成
    Create 書類 in CloudSign
  • 書類にファイルを添付
    Create ファイル in CloudSign
  • Custom action
    Custom action in CloudSign
  • 合意締結証明書をダウンロード
    Download 合意締結証明書 in CloudSign
  • ファイルをダウンロード
    Download ファイル in CloudSign
  • 書類情報を取得
    Get 書類情報 in CloudSign
  • 書類を取得
    Get 書類 in CloudSign
  • 書類を検索
    Search for 書類 in CloudSign
  • 書類情報を更新
    Update 書類情報 in CloudSign

    • 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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