FreshBooks and Memsource integrations and automations

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

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

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

Memsource
  • Object Event Real-time
    Object Event in Memsource

    • 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

Memsource
  • Assign provider to a job
    Assign provider to a job in Memsource
  • Assign multiple providers to a job
    Assign multiple providers to a job in Memsource
  • Assigns providers from template
    Assigns providers from template in Memsource
  • Clear all terms from TB
    Clear all terms from TB in Memsource
  • Create job
    Create job in Memsource
  • Create project from template
    Create project from template in Memsource
  • Download reference file
    Download reference file in Memsource
  • Download target file
    Download target file in Memsource
  • List jobs for a project
    List jobs for a project in Memsource
  • Get object details
    Get object details in Memsource
  • Get project template
    Get project template in Memsource
  • Get suggested providers
    Get suggested providers in Memsource
  • List lqa profiles
    List lqa profiles in Memsource
  • List project templates
    List project templates in Memsource
  • List supported languages
    List supported languages in Memsource
  • List workflow steps
    List workflow steps in Memsource
  • Upload Reference File
    Upload Reference File in Memsource
  • Upload Reference note
    Upload Reference note in Memsource
  • Upload tbx file to TB
    Upload tbx file to TB in Memsource

    • Any other action you can think up

One platform

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  • Speed
  • Innovation

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