FreshBooks and On-prem files integrations and automations

Do everything in one place

Customize your FreshBooks and On-prem files 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

On-prem files
  • New CSV file in folder Batch
    New CSV file in on-prem folder
  • New lines in CSV file Batch
    New batch of lines in on-prem CSV file
  • New line in CSV file
    New line in on-prem CSV file
  • New file in folder
    New file in on-prem folder

    • 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

On-prem files
  • Append line to CSV file
    Append a line to an on-prem CSV file
  • Create folder
    Create a new folder in a specified on-prem folder
  • Delete file
    Delete a file in an on-prem folder
  • Delete folder
    Deletes an on-prem folder
  • Download file
    Download an on-prem file
  • Generate on-prem file URL
    Generate an on-prem file URL to be used in other connectors.
  • List files in folder Batch
    List all files in an on-prem folder
  • Move file
    Move an on-prem file to a different folder
  • Rename file
    Rename an on-prem file
  • Upload file (Legacy)
    Upload a new file to an on-prem folder
  • Upload file
    Upload a new file to an on-prem folder

    • Any other action you can think up

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