FreshBooks and FTP/FTPS integrations and automations

Do everything in one place

Customize your FreshBooks and FTP/FTPS 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

FTP/FTPS
  • New CSV file Batch
    New CSV file added in directory on FTP/FTPS server
  • New/updated file in directory
    New/updated file in directory on FTP/FTPS server

    • Any other trigger you can think up

Actions

Do this…

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

FTP/FTPS
  • Download file
    Download file contents from FTP/FTPS server
  • List files and directories Batch
    List files and directories from FTP/FTPS server
  • Remove file
    Remove file from FTP/FTPS server
  • Rename file
    Rename a file on FTP/FTPS server
  • Get file information
    Get information about file via its exact file path on FTP-S server
  • Download large file
    Download large file contents from FTP/FTPS server
  • Upload file
    Upload a file to FTP/FTPS server

    • 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