FreshBooks and Zoom integrations and automations

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Customize your FreshBooks and Zoom 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

Zoom
  • New event Real-time
    Webinar/Meeting/Cloud recording event in Zoom

    • 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

Zoom
  • Custom action
    Custom action in Zoom (Custom)
  • Add group members Batch
    Add group member in Zoom
  • Add registrant
    Add registrants to meeting/webinar/cloud recording in Zoom
  • Create group
    Create group in Zoom
  • Create user
    Create user in Zoom
  • Delete object
    Delete webinar/meeting/cloud recording/group in Zoom
  • Delete users
    Delete user in Zoom
  • Download cloud recording
    Download cloud recording in Zoom
  • Get object by ID
    Get webinar/meeting/cloud recording/group in Zoom
  • Get registrants Batch
    Get registrants for meeting/webinar/cloud recording in Zoom
  • Get user
    Get user in Zoom
  • Get webinar attendees Batch
    Get attendees from webinar in Zoom
  • Retrieve webinar results Batch
    Get results of Q&A/poll from webinar in Zoom
  • List object Batch
    List objects in Zoom
  • Schedule meeting or webinar
    Schedule meeting/webinar in Zoom
  • Search object Batch
    Search webinars/meetings/cloud recordings in Zoom
  • Search users Batch
    Search users in Zoom
  • Update object
    Update webinars/meetings/cloud recordings/groups in Zoom
  • Update registrant status
    Approve/Cancel/Deny registrants for webinars/meetings/cloud recordings in Zoom
  • Update user
    Update user in Zoom

    • Any other action you can think up

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