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Customize your FreshBooks and SalesLoft 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
SalesLoft
- New recordNew object in SalesLoft
- New/updated recordNew/updated object in SalesLoft
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
SalesLoft
- Create recordCreate object in SalesLoft
- Custom actionCustom action in SalesLoft
- Delete recordDelete object in SalesLoft
- Get recordGet object by ID in SalesLoft
- Search recordsSearch objects in SalesLoft
- Update recordUpdate object in SalesLoft
Any other action you can think up
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