FreshBooks and Marketo integrations and automations

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Customize your FreshBooks and Marketo 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

Marketo
  • Export new leads in Marketo
    Export new leads in Marketo
  • Export new/updated leads in Marketo
    Export new/updated leads in Marketo
  • Monitor leads added to list Batch
    Monitor leads added to list in Marketo
  • New lead activity Batch
    New lead activity in Marketo
  • New lead in list
    New lead in list in Marketo
  • New Marketo Self Service Flow Step Real-time
    New Marketo Self Service Flow Step in Marketo
  • New/updated lead Batch
    New/updated lead in Marketo
  • New/updated lead
    New/updated lead in Marketo

    • 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

Marketo
  • Custom action
    Custom action in Marketo (Custom)
  • Activate smart campaign
    Activate smart campaign in Marketo
  • Add custom activity Batch
    Add custom activity in Marketo
  • Add leads to lead list Batch
    Add leads to lead list in Marketo
  • Bulk export objects to file
    Export objects in bulk in Marketo
  • Bulk import objects from file
    Bulk import objects to Marketo from file
  • Change lead program status Batch
    Change lead program status in Marketo
  • Clone object
    Clone object in Marketo
  • Create object
    Create object in Marketo
  • Get objects
    Get objects in Marketo
  • Remove leads from lead list
    Remove leads from lead list in Marketo
  • Return data to Marketo Self Service Flow Step
    Return data to Marketo Self Service Flow Step in Marketo
  • Schedule campaign or smart campaign
    Schedule campaign or smart campaign in Marketo
  • Search objects Batch
    Search object in Marketo
  • Submit form
    Submit form in Marketo
  • Trigger campaign or smart campaign for specific leads
    Trigger campaign or smart campaign in Marketo
  • Update object
    Update object in Marketo
  • Upsert custom objects Batch
    Upsert custom objects in Marketo
  • Create/update/upsert leads Batch
    Create/update/upsert leads in Marketo
  • Upsert object
    Upsert object in Marketo
  • Upsert tokens
    Upsert tokens in Marketo

    • Any other action you can think up

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