Do everything in one place
Customize your FreshBooks and Workato FileStorage 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
Workato FileStorage
- New CSV file Batch Real-timeNew CSV file in Workato FileStorage
- New file Real-timeNew file in Workato FileStorage
- New lines in CSV file Batch Real-timeNew CSV lines in file in Workato FileStorage
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
Workato FileStorage
- Append to fileAppend to file in Workato FileStorage
- Generate shareable file linkGenerate shareable file link in Workato FileStorage
- Delete directoryDelete directory in Workato FileStorage
- Delete fileDelete file in Workato FileStorage
- Create directoryCreate directory in Workato FileStorage
- Get file contentsGet file contents in Workato FileStorage
- Rename/move fileRename/move file in Workato FileStorage
- Search files BatchSearch files in Workato FileStorage
- Create fileCreate file in Workato FileStorage
Any other action you can think up
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