FreshBooks and Percolate integrations and automations

Do everything in one place

Customize your FreshBooks and Percolate 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

Percolate
  • Deleted object Real-time
    Deleted object in Percolate
  • New object Real-time
    New object in Percolate
  • New or Updated object Real-time
    New or updated object in Percolate

    • 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

Percolate
  • Custom action
    Custom action in Percolate (Custom)
  • Check content workflow step
    Check content workflow step in Percolate
  • Copy asset
    Copy an asset in Percolate
  • Create object
    Create a object in Percolate
  • Custom action
    Custom action in Percolate
  • Download asset
    Download an asset in Percolate
  • Get object details by ID
    Get object details by ID in Percolate
  • Search objects Batch
    Search for objects in Percolate
  • Update object
    Update a object in Percolate
  • Update object's production workflow step
    Update object's production workflow step in Percolate
  • Upload asset
    Upload an asset in Percolate

    • Any other action you can think up

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