FreshBooks and SailPoint integrations and automations

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Customize your FreshBooks and SailPoint 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

SailPoint
  • Access Request Dynamic Approval Real-time
    Route an access request to an additional approval step by an identity or a governance group.
  • Access Request Postapproval Real-time
    An access request has passed all approval steps and is ready to be provisioned.
  • Access Request Preapproval Real-time
    Approve or deny an access request before it is sent to the first approver.
  • Account Aggregation Completed Real-time
    An account aggregation operation has completed.
  • Identity Attributes Changed Real-time
    One or more attributes for an identity have changed
  • Identity Deleted Real-time
    An identity has been deleted in Identity Now.
  • New Identity Created Real-time
    A new identity has been created in Identity Now.
  • Saved Search Completed Real-time
    A report generated from a saved search subscription is available to be processed

    • 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

SailPoint
  • Custom action
    Custom action in SailPoint
  • Get Account Activity
    This gets a single account activity.
  • Get Certification Campaign
    This gets a single certification campaign by ID.
  • List Account Activities
    This gets a collection of account activities that satisfy the given parameters.
  • List Certification Campaigns
    This gets multiple certification campaigns that satisfy the given parameters.
  • List Public Identities
    Returns a list of publicly viewable identities in Identity Now.
  • List Requestable Objects
    Returns a list of acccess items that that can be requested through the Submit Access Request action.
  • Respond to Trigger
    This will submit a response to a REQUEST_RESPONSE trigger.
  • Submit Access Request
    This submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
  • Upload Account Source File
    This uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.

    • Any other action you can think up

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