FreshBooks and PartnerStack との統合と自動化

FreshBooks and PartnerStackを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

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

PartnerStack
  • New event Real-time
    Monitor record event in PartnerStack

    • 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

PartnerStack
  • Approve/decline application
    Approve or decline an application in PartnerStack
  • Assign partner team member to record
    Assign partner team member to record in PartnerStack
  • Convert Object
    Convert record in PartnerStack
  • Create record
    Create record in PartnerStack
  • Create Transaction
    Create a transaction record in PartnerStack
  • Custom Action
    Custom action in PartnerStack
  • Delete record
    Delete record in PartnerStack
  • Get record
    Get record in PartnerStack
  • Get record attachment details
    Get record attachment details in PartnerStack
  • Get record attachment list
    Get record attachment list in PartnerStack
  • Get partnership links
    Get all links for a partnership, including team members'links in PartnerStack
  • Modify tags
    Modify tags in PartnerStack
  • Search records
    Search records in PartnerStack
  • Update record
    Update record in PartnerStack
  • Update stage
    Update stage for record in PartnerStack

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新