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Customize your FreshBooks and Salesforce Metadata Api 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

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
Salesforce Metadata Api
  • Associate picklist values with recordtype
    Associate picklist values with recordtype in Salesforce metadata AP i ( SOA p)
  • List metadata for custom objects
    List metadata for custom objects in Salesforce metadata AP i ( SOA p)
  • Read metadata for custom object
    Read metadata for custom object in Salesforce metadata AP i ( SOA p)
  • Update multiselectpicklist values
    Update multiselectpicklist values in Salesforce metadata AP i ( SOA p)
  • Update picklist values
    Update picklist values in Salesforce metadata AP i ( SOA p)
  • Update picklist values with controlling fields
    Update picklist values with controlling fields in Salesforce metadata AP i ( SOA p)
  • Update picklist values with controlling fields version
    Update picklist values with controlling fields version in Salesforce metadata AP i ( SOA p)
  • Any other action you can think up

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