Do everything in one place
Customize your FreshBooks and ZoomInfo 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
ZoomInfo
- Updated record Real-timeUpdated event in ZoomInfo
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
ZoomInfo
- Custom actionCustom action in ZoomInfo (Custom)
- Enrich companies BatchEnrich companies in ZoomInfo
- Enrich contacts BatchEnrich contacts in ZoomInfo
- Enrich company location BatchRetrieve all locations in ZoomInfo
- Enrich compliance data BatchRetrieve compliance data in ZoomInfo
- Enrich corporate hierarchy BatchRetrieve corporate hierarchy in ZoomInfo
- Enrich hashtags BatchRetrieve hashtags in ZoomInfo
- Enrich intent BatchRetrieve intent in ZoomInfo
- Enrich news BatchRetrieve news in ZoomInfo
- Enrich organizational chart BatchRetrieve organizational chart in ZoomInfo
- Enrich scoops BatchRetrieve scoops in ZoomInfo
- Enrich technology stack information BatchRetrieve techstack information in ZoomInfo
- Search companies BatchSearch companies in ZoomInfo
- Search contacts BatchSearch contacts in ZoomInfo
- Search intent BatchSearch intent in ZoomInfo
- Search news BatchSearch news in ZoomInfo
- Search scoops BatchSearch scoops in ZoomInfo
Any other action you can think up
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