Do everything in one place
Customize your FreshBooks and Rally 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
Rally
- Deleted recordDeleted record in Rally
- New/updated recordNew/updated record in Rally
- New/updated record Real-timeNew/updated record in Rally
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
Rally
- Create recordCreate record in Rally
- Custom actionCustom action in Rally
- Delete recordDelete record in Rally
- Download attachmentDownload attachment in Rally
- Get recordGet record in Rally
- Get relational recordsGet relational records in object in Rally
- Search recordsSearch records in Rally
- Update recordUpdate record in Rally
Any other action you can think up
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