FreshBooks and Slack integrations and automations

Do everything in one place

Customize your FreshBooks and Slack 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

Slack
  • Button click Real-time
    New button click in Slack
  • New event Real-time
    New event in Slack

    • 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

Slack
  • Custom action
    Custom action in Slack (Custom)
  • Archive conversation
    Archive conversation in Slack
  • Create conversation (channels and groups)
    Create conversation in Slack
  • Get user info
    Get user info by email or user ID
  • Invite users to conversation
    Invite users to conversation in Slack
  • Respond to button click
    Respond to button click in Slack
  • Post message
    Post message in Slack
  • Set conversation purpose
    Set conversation purpose in Slack
  • Set conversation topic
    Set conversation topic in Slack
  • Unarchive conversation
    Unarchive conversation in Slack

    • Any other action you can think up

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