FreshBooks and JupiterOne integrations and automations

Seamlessly connect FreshBooks and JupiterOne. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

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

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

JupiterOne
  • Create Graph Entity
    Creates a new entity in JupiterOne using the GraphQL createEntity mutation. Use the scope parameter to prevent managed integrations from creating duplicate entities.
  • Create Graph Relationship
    Creates a new relationship between two entities in JupiterOne using the GraphQL createRelationship mutation.
  • Download Dashboard PDF
    Downloads the rendered dashboard PDF bytes from a signed storage URL (from Get Latest Dashboard PDF Notification) and returns base64-encoded content suitable for email attachment steps.
  • Evaluate Rule
    Triggers an immediate evaluation of a JupiterOne alert rule using the GraphQL evaluateRuleInstance mutation. Evaluation runs asynchronously; the action returns the rule id when the evaluation has been accepted.
  • Evaluate Smart Class
    Triggers an immediate evaluation of a JupiterOne Smart Class using the GraphQL evaluateSmartClassRule mutation. By default evaluation runs asynchronously and the action returns when the evaluation has been accepted. Enable poll_for_completion to poll within Workato's per-action time limit (~150s); for longer evaluations use Get Smart Class Evaluation Status in a recipe repeat loop with fail_if_pending=false.
  • Execute J1QL Query
    Execute J1QL query using deferred response.
  • Export Dashboard PDF
    Invokes the invokeExportDashboardPdf GraphQL mutation. PDF rendering happens asynchronously server-side; pair with Get Latest Dashboard PDF Notification to retrieve the download link when ready.
  • Get Latest Dashboard PDF Notification
    Polls inAppNotifications for topic DASHBOARD_PDF_DOWNLOAD_SUCCESS, matching the configured dashboard name in body.message within a recency window. Returns the newest matching notification downloadLink.
  • Get Smart Class Evaluation Status
    Returns the current Smart Class rule evaluationStep and lastEvaluationEndOn from a single GraphQL query. Use in recipe repeat loops to wait for long-running evaluations without exceeding Workato per-action time limits.
  • List Integration Jobs
    Lists integration jobs for a JupiterOne integration instance using the GraphQL integrationJobs query. Use size=1 to fetch the most recent job (useful for detecting COMPLETED after sync finalize).
  • Update Graph Entity
    Updates an existing JupiterOne graph entity using the GraphQL updateEntityV2 mutation. Provide the entity _id and a JSON object of properties to add or update.

    • Any other action you can think up

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