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Customize your Clarizen One and FreshBooks integration with the following triggers and actions.

Triggers

When this happens…

Clarizen One
  • New record
    New record in Clarizen
  • New/updated record
    New/updated record in Clarizen
  • Any other trigger you can think up

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

Actions

Do this…

Clarizen One
  • Create record
    Create record in Clarizen
  • Custom action
    Custom action in Clarizen
  • Get record details
    Get details of specific record by Entity ID in Clarizen
  • Search records
    Search records in Clarizen
  • Update record
    Update record by Entity ID in Clarizen
  • Any other action you can think up

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

  • Show all 11

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