FreshBooks and Reltio integrations and automations

Do everything in one place

Customize your FreshBooks and Reltio 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

Reltio
  • Custom action
    Custom action in Reltio (Custom)
  • Add record to entity
    Add record to entiy in Reltio
  • Apply data change request
    Apply data change request in Reltio
  • Create data change request
    Create data change request in Reltio
  • Create record
    Create record in Reltio
  • Create records in bulk
    Create records in bulk in Reltio
  • Decrypt Export Url
    Perform decryption of encrypted Export Url in Reltio
  • Delete entities as Not a Match
    Delete entities as Not a Match in Reltio
  • Delete potential match
    This API removes potential match between two entities which was created earlier
  • Delete record
    Delete record in Reltio
  • Delete records in bulk
    Delete records in bulk in Reltio
  • Export records
    Export records in Reltio
  • Get entities by crosswalks
    Get entities by crosswalks in Reltio
  • Get entities as Not a Match
    Get entities as Not a Match for an entity in Reltio
  • Get entity by crosswalk
    Get entity by crosswalk in Reltio
  • Get Internal task status by ID
    Get Internal task status by ID in Reltio
  • Get matches for entity
    Get matches for entity in Reltio
  • Get potential matches for entity
    Get potential matches for entity in Reltio
  • Get record details by ID
    Get record details by ID in Reltio
  • Get task status by ID
    Get task status by ID in Reltio
  • Match entities
    Match entities in Reltio
  • Merge entities
    Merge entities in Reltio
  • Reject data change request
    Reject data change request in Reltio
  • Search data change request
    Search data change request in Reltio
  • Search records
    Search records in Reltio
  • Mark entities as Not a Match
    Mark entities as Not a Match in Reltio
  • Set entities are potential matches
    Set entities are potential matches in Reltio
  • Unmerge entities
    Unmerge entities in Reltio
  • Unmerge entities tree
    Unmerge entities tree in Reltio
  • Update record
    Update record in Reltio

    • Any other action you can think up

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