FreshBooks and NHS Electronic Staff Record (ESR) Wrapper integrations and automations

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Customize your FreshBooks and NHS Electronic Staff Record (ESR) Wrapper 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

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

NHS Electronic Staff Record (ESR) Wrapper
  • GET Absence Record
    Get individual Absence Record
  • GET Absence Record List
    Get Absence Record List
  • GET Competence Assignment Record
    Get individual Competence Assignment Record
  • GET Competence Assignment Record List
    Get Competence Assignment Record List
  • GET Competence Definition Record
    Get individual Competence Definition Record
  • GET Competence Definition Record List
    Get Competence Definition Record List
  • GET Competency Record
    Get individual Competency Record
  • GET Competency Record List
    Get Competency Record List
  • GET Costing Record
    Get individual Costing Record
  • GET Costing Record List
    Get Costing Record List
  • GET Disability Record
    Get individual Disability Record
  • GET Disability Record List
    Get Disability Record List
  • GET Element Record
    Get individual Element Record
  • GET Element Record List
    Get Element Record List
  • GET Location Record
    Get individual Location Record
  • GET Location Record List
    Get Location Record List
  • GET Organisation Record
    Get individual Organisation Record
  • GET Organisation Record List
    Get Organisation Record List
  • GET Person Eit Record
    Get individual Person Eit Record
  • GET Person Eit Record List
    Get Person Eit Record List
  • GET Person Record
    Get individual Person Record
  • GET Person Record List
    Get Person Record List
  • GET Position Eit Record
    Get individual Position Eit Record
  • GET Position Eit Record List
    Get Position Eit Record List
  • GET Position Record
    Get individual Position Record
  • GET Position Record List
    Get Position Record List
  • GET Qualification Record
    Get individual Qualification Record
  • GET Qualification Record List
    Get Qualification Record List
  • GET Sit Record
    Get individual Sit Record
  • GET Sit Record List
    Get Sit Record List
  • GET Training Absence Record
    Get individual Training Absence Record
  • GET Training Absence Record List
    Get Training Absence Record List

    • Any other action you can think up

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