Do everything in one place
Customize your FreshBooks and Procore 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
Procore
- New event Real-timeNew events in Procore
- New recordNew record in Procore
- New/updated recordNew or updated record in Procore
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
Procore
- Add record to projectAdd record to project in Procore
- Create recordCreate record in Procore
- Custom actionCustom action in Procore
- Delete recordDelete record in Procore
- Get record details by IDGet record details by ID in Procore
- List folders and filesList folders and files in Procore
- Remove/delete record from projectRemove or delete record from project in Procore
- Search recordsSearch records in Procore
- Send invite to company userSend invite to company user in Procore
- Sync recordsCreate or update records in batch in Procore
- Update recordUpdate record in Procore
Any other action you can think up
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