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Customize your FreshBooks and Tableau 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
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
Tableau
- Custom actionCustom action in Tableau (Custom)
- Download viewDownload view in Tableau
- List extract refresh tasksList extract refresh tasks in Tableau
- Refresh workbookRefresh specified workbook in Tableau
- Run extract refresh taskRun an extract refresh task in Tableau
- Search viewsSearch views in Tableau
- Search workbooksSearch workbooks in Tableau
Any other action you can think up
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