FreshBooks and Iterable integrations and automations

Do everything in one place

Customize your FreshBooks and Iterable 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

Iterable
  • New event Real-time
    New System webhook event in Iterable
  • New workflow event Real-time
    New workflow event in Iterable

    • 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

Iterable
  • Add subscribers to a list
    Add Subscribers to a list in Iterable
  • Update records in bulk
    Bulk update records in Iterable
  • Upsert records in bulk
    Bulk upsert records in Iterable
  • Create record
    Create record in Iterable
  • Custom action
    Custom action in Iterable
  • Delete record
    Delete record in Iterable
  • Export data
    Export Data in Iterable
  • Get record details
    Get details of specific record in Iterable
  • Search records
    Search record in Iterable
  • Send notification
    Send object in Iterable
  • Subscribe a user
    Subscribe a User to a group in Iterable
  • Unsubscribe a user
    Unsubscribe a User to a group in Iterable
  • Update record
    Update record in Iterable
  • Upsert record
    Upsert record in Iterable

    • Any other action you can think up

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