Connect 5pm and FreshBooks

Both apps 735pm 28FreshBooks 45

• Trigger
  New Progress

  Triggers when a new task progress is created.

• Trigger
  New Project

  Fires when a new project is created in 5pm.

• Trigger
  New Task

  Triggers when a new support task is created.

• Trigger
  New User

  Triggers when a new support user is created.

• Trigger
  Updated Project

  Fires when a project is updated in 5pm.

• Trigger
  Updated Task

  Triggers when a new support task is updated.

• Trigger
  Updated User

  Triggers when a new support user is updated.

• Action
  Add Task Progress

  Add Task Progress (progress in percent and house down).

• Action
  Add User

  Create a new user in the 5pm account (UsersService add).

• Action
  Create Note

  Creates a new note in task.

• Action
  Create Project

  Creates a new project.

• Action
  Create Task
• Action
  Delete Note

  Remove an activity note/progress message (ActivityService remove).

• Action
  Delete Project

  Remove a project (ProjectsService remove).

• Action
  Delete Task

  Remove a task from a 5pm project (TasksService remove).

• Action
  Delete User

  Remove a user from the account (UsersService remove).

• Action
  Find Project by Id

  Retrieve a single project by its id (ProjectsService getById).

• Action
  Find Task

  Finds a task in the application.

• Action
  Find Task by Id

  Finds a task by Id in the application.

• Action
  Find User by Email

  Retrieve a user by their email address (UsersService getByEmail).

• Action
  Find User by Id

  Finds a user by Id in the system.

• Action
  List Notes

  List activity notes/progress messages on a task (ActivityService getList).

• Action
  List Projects

  List all projects in the account (ProjectsService getAll/getList).

• Action
  List Users

  List all users in the account (UsersService getAll).

• Action
  Update Note

  Update an activity note/progress message (ActivityService update).

• Action
  Update Project

  Update a project's fields (ProjectsService update).

• Action
  Update Task

  Update task in the application.

• Action
  Update User

  Update a user's fields (UsersService update).

• Trigger
  New Bill

  Triggers when a new bill is created in FreshBooks.

• Trigger
  New Client

  Triggers when a new client is created in FreshBooks.

• Trigger
  New Credit Note

  Triggers when a new credit note is created in your FreshBooks account.

• Trigger
  New Estimate

  Triggers when a new estimate is created in FreshBooks.

• Trigger
  New Expense

  Triggers when a new expense is recorded in FreshBooks.

• Trigger
  New Filtered Invoice

  Triggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.

• Trigger
  New Invoice

  Triggers when a new invoice is created in FreshBooks.

• Trigger
  New Invoice Payment

  Triggers when a new invoice payment is created.

• Trigger
  New Project

  Triggers when a new project is created in FreshBooks.

• Trigger
  New Staff Member

  Triggers when a new staff member is added to your FreshBooks business.

• Trigger
  New Time Entry

  Triggers when a new time entry is created in FreshBooks.

• Trigger
  New Vendor

  Triggers when a new bill vendor is created in FreshBooks.

• Trigger
  Updated Bill

  Triggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to.

• Trigger
  Updated Estimate

  Triggers when an estimate is updated.

• Trigger
  Updated Invoice

  Triggers when an invoice is updated in FreshBooks.

• Trigger
  Updated Vendor

  Triggers when a bill vendor is updated in FreshBooks.

• Action
  Add Payment to Invoice

  Records a payment against a FreshBooks invoice and returns the created payment.

• Action
  Create Bill

  Creates a bill in FreshBooks recording what your business owes a vendor, with its line items.

• Action
  Create Client

  Creates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.

• Action
  Create Credit Note

  Creates a credit note or prepayment credit for a client in FreshBooks.

• Action
  Create Estimate

  Creates a new estimate for a client in FreshBooks, optionally with line items.

• Action
  Create Expense

  Creates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.

• Action
  Create Invoice

  Creates a new invoice for a client in FreshBooks, with optional line items, terms and notes. New invoices start as drafts unless a status is given.

• Action
  Create Invoice PDF

  Returns the PDF of an existing FreshBooks invoice as a file you can attach or store.

• Action
  Create or Update Client

  Updates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.

• Action
  Create or Update Invoice

  Updates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.

• Action
  Create Other Income

  Records income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.

• Action
  Create Project

  Creates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.

• Action
  Create Recurring Invoice

  Creates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.

• Action
  Create Time Entry

  Creates a time entry recording time spent working for a client or project in FreshBooks.

• Action
  Create Vendor

  Creates a bill vendor (a supplier you receive bills from) in your FreshBooks business.

• Action
  Find Bill

  Finds bills in FreshBooks by id, vendor, status or currency and returns the matches.

• Action
  Find Client

  Finds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.

• Action
  Find Credit Note

  Finds a credit note in FreshBooks by its id and returns the credit note's details.

• Action
  Find Estimate

  Finds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.

• Action
  Find Invoice

  Finds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.

• Action
  Find Project

  Finds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.

• Action
  Find Vendor

  Finds bill vendors in your FreshBooks account whose business name matches the text you give.

• Action
  Send Estimate

  Emails an existing estimate to the listed recipients and marks it as sent.

• Action
  Send Invoice

  Emails an existing invoice to the recipients you choose and marks it as sent.

• Action
  Update Bill

  Updates an existing bill from a vendor, such as its dates, bill number, line items or status.

• Action
  Update Credit Note

  Updates an existing credit note in FreshBooks, changing only the details you fill in.

• Action
  Update Estimate

  Updates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed.

• Action
  Update Time Entry

  Updates an existing time entry in FreshBooks, such as its duration, note, client or project.

• Action
  Update Vendor

  Updates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.