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Customize your FreshBooks and Freshservice integration with the following
triggers and actions.
Triggers
When this happens…
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
Freshservice
- New ticketNew ticket in Freshservice
- New/updated ticketNew or updated ticket in Freshservice
Any other trigger you can think up
Actions
Do this…
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
Freshservice
- Custom actionCustom action in Freshservice (Custom)
- Create agentCreate agent in Freshservice
- Create incidentCreate incident in Freshservice
- Create onboarding requestCreate onboarding request in Freshservice
- Create requesterCreate requester in Freshservice
- Create service requestCreate service request in Freshservice
- Get agent detailsGet Agent details by ID in Freshservice
- List agent fieldsList agent fields in Freshservice
- List service itemsList service items in Freshservice
- List onboarding form fieldsList onboarding form fields in Freshservice
- Get requester detailsGet requester by ID in Freshservice
- List requester fieldsList requester fields in Freshservice
- List ticket form fieldsList ticket form fields in Freshservice
- Search agentsSearch agents in Freshservice
- Search requestersSearch requesters in Freshservice
- Search ticketsSearch tickets in Freshservice
- Update requesterUpdate requester in Freshservice
Any other action you can think up
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