FreshBooks and ZoomInfo integrations and automations

Do everything in one place

Customize your FreshBooks and ZoomInfo 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

ZoomInfo
  • Updated record Real-time
    Updated event in ZoomInfo

    • 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

ZoomInfo
  • Custom action
    Custom action in ZoomInfo (Custom)
  • Enrich companies Batch
    Enrich companies in ZoomInfo
  • Enrich contacts Batch
    Enrich contacts in ZoomInfo
  • Enrich company location Batch
    Retrieve all locations in ZoomInfo
  • Enrich compliance data Batch
    Retrieve compliance data in ZoomInfo
  • Enrich corporate hierarchy Batch
    Retrieve corporate hierarchy in ZoomInfo
  • Enrich hashtags Batch
    Retrieve hashtags in ZoomInfo
  • Enrich intent Batch
    Retrieve intent in ZoomInfo
  • Enrich news Batch
    Retrieve news in ZoomInfo
  • Enrich organizational chart Batch
    Retrieve organizational chart in ZoomInfo
  • Enrich scoops Batch
    Retrieve scoops in ZoomInfo
  • Enrich technology stack information Batch
    Retrieve techstack information in ZoomInfo
  • Search companies Batch
    Search companies in ZoomInfo
  • Search contacts Batch
    Search contacts in ZoomInfo
  • Search intent Batch
    Search intent in ZoomInfo
  • Search news Batch
    Search news in ZoomInfo
  • Search scoops Batch
    Search scoops in ZoomInfo

    • Any other action you can think up

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