FreshBooks and Salesforce Marketing Cloud integrations and automations

Seamlessly connect FreshBooks and Salesforce Marketing Cloud. 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

Salesforce Marketing Cloud
  • New data extension row
    New data extension row in Salesforce Marketing Cloud

    • 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

Salesforce Marketing Cloud
  • Custom action
    Custom action in Salesforce Marketing Cloud (Custom)
  • Copy data extension
    Copy data extension in Salesforce Marketing Cloud
  • Create email from HTML template
    Create email from HTML template in Salesforce Marketing Cloud
  • Create data extension from template
    Create data extension from template in Salesforce Marketing Cloud
  • Delete data extension
    Delete data extension in Salesforce Marketing Cloud
  • Search data extension Batch
    Search data extension in Salesforce Marketing Cloud
  • Search data extension row Batch
    Search data extension row in Salesforce Marketing Cloud
  • Upload asset
    Upload asset in Salesforce Marketing Cloud
  • Upsert data extension row
    Upsert row in data extension in Salesforce Marketing Cloud
  • Upsert data extension row Batch
    Bulk upsert row in data extension in Salesforce Marketing Cloud

    • Any other action you can think up

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