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Customize your FreshBooks and Seismic integration with the following
triggers and actions.
Triggers
When this happens…
FreshBooks
- New/updated clientNew/updated client in FreshBooks
- New/updated estimateNew/updated estimate in FreshBooks
- New/updated invoiceNew/updated invoice in FreshBooks
- New/updated paymentNew/updated payment in FreshBooks
Any other trigger you can think up
Seismic
- New recordNew record in Seismic
- New/updated recordNew/updated record in Seismic
Any other trigger you can think up
Actions
Do this…
FreshBooks
- Add line item to invoiceAdd line item to invoice in FreshBooks
- Create clientCreate client in FreshBooks
- Create expenseCreate an expense in FreshBooks
- Create invoiceCreate invoice in FreshBooks
- Create itemCreate item in FreshBooks
- Get client details by IDGet client details in FreshBooks
- Get item details by IDGet item details in FreshBooks
- Search staff membersSearch for staff member in FreshBooks
- Make paymentMake payment in FreshBooks
- Search a client by email/usernameSearch a client by email/username in FreshBooks
- Update clientUpdate client in FreshBooks
Any other action you can think up
Seismic
- Custom actionCustom action in Seismic (Custom)
- Create recordCreate record in Seismic
- Delete recordDelete record in Seismic
- Download file from libraryDownload file in library in Seismic
- Download file from workspaceDownload file in workspace in Seismic
- Download a file version from LibraryDownload file version in library in Seismic
- Download generated LiveDoc outputDownload generated LiveDoc output in Seismic
- Generate LiveDocGenerate Livedoc in Seismic
- Get record details by IDGet details of specific record in Seismic
- Search recordsSearch for records in Seismic
- Update recordUpdate record in Seismic
Any other action you can think up
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