FreshBooks and Quickbase integrations and automations

Do everything in one place

Customize your FreshBooks and Quickbase 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

Quickbase
  • New record
    New record in Quickbase
  • New record Real-time
    New record in Quickbase
  • Scheduled record search using query Batch
    Scheduled record search using query in Quickbase
  • New/updated record
    New/updated record in Quickbase
  • New/updated record Real-time
    New/updated record in Quickbase

    • 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

Quickbase
  • Custom action
    Custom action in Quickbase (Custom)
  • Create record
    Create record in Quickbase
  • Create and update records in bulk from CSV file Batch
    Create and update records in bulk from CSV file into Quickbase
  • Delete record
    Delete record from Quickbase
  • Download attachment
    Download attachment from Quickbase
  • Update record
    Update record in Quickbase
  • Get records from report in Quickbase Batch
    Get records from report in Quickbase
  • Delete records in a report Batch
    Delete records in a report in Quickbase
  • Search records Batch
    Search for records in Quickbase

    • Any other action you can think up

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