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Customize your FreshBooks and Outreach 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

Outreach
  • Completed sequence task
    Completed sequence task in Outreach
  • New or updated record Real-time
    New/Updated record in Outreach
  • New record Real-time
    New record in Outreach
  • 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

  • Show all 11
Outreach
  • Custom action
    Custom action in Outreach (Custom)
  • Add a prospect to sequence
    Add a prospect to a sequence in Outreach
  • Add a template to sequence step
    Add a template to a sequence step in Outreach
  • Create record
    Create record in Outreach
  • Get record by ID
    Get record details in Outreach
  • Get steps in a sequence
    Get steps in a sequence in Outreach
  • Search records
    Search records in Outreach
  • Update record
    Update record in Outreach
  • Any other action you can think up

  • Show all 8

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