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Customize your FreshBooks and Gong.io 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
Gong.io
- New call Real-timeNew call in Gong.io
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
Gong.io
- Custom actionCustom action in Gong.io (Custom)
- Add callAdd call in Gong.io
- Add call mediaAdd call media in Gong.io
- Post a digital interactionCreate a digital interaction in Gong.io
- Get call by IDGet call by ID in Gong.io
- Search aggregated user data BatchSearch aggregated user data in Gong.io
- Search call scorecards BatchSearch call scorecards in Gong.io
- Search call transcripts BatchSearch call transcripts in Gong.io
- Search calls BatchSearch calls in Gong.io
- Search users BatchSearch users in Gong.io
Any other action you can think up
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