Integration
Connect BigMailer and FreshBooks
When New Contact fires in BigMailer, your agent runs Add Payment to Invoice in FreshBooks, or New Bill in FreshBooks to Add/Update Contact in BigMailer. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want BigMailer and FreshBooks to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What BigMailer and FreshBooks can do together
From BigMailer to FreshBooks
When New Contact in BigMailer
then Add Payment to Invoice in FreshBooks
When New Contact in BigMailer
then Create Invoice in FreshBooks
From FreshBooks to BigMailer
When New Bill in FreshBooks
then Add/Update Contact in BigMailer
When New Client in FreshBooks
then Create a bulk campaign in BigMailer
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with BigMailer and FreshBooks
Triggers and actions 17 triggers · 64 actions
Trigger
New ContactTriggered when a new contact is created in a BigMailer brand.
Action
Add/Update ContactCreates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
Action
Create a bulk campaignCreates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
Action
Create an RSS campaignCreates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
Action
Create a transactional campaignCreates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
Action
Create listCreates a new contact list inside a BigMailer brand.
Action
Create segmentCreates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
Action
Create templateCreates a reusable email or landing-page template in a BigMailer brand.
Action
Delete contactDeletes a contact from a BigMailer brand, by contact ID or email address.
Action
Delete listDeletes a contact list from a BigMailer brand.
Action
Delete segmentDeletes a segment from a BigMailer brand.
Action
Delete templateDeletes a template from a BigMailer brand.
Action
Get brandReturns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
Action
Get bulk campaignReturns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
Action
Get contactReturns one BigMailer contact by ID or email address, including its custom field values.
Action
Get listReturns one contact list from a BigMailer brand.
Action
Get RSS campaignReturns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
Action
Get segmentReturns one segment from a BigMailer brand, including the conditions that define it.
Action
Get templateReturns one template from a BigMailer brand, including its HTML.
Action
Get transactional campaignReturns one transactional campaign from a BigMailer brand, including its content and send statistics.
Action
List brandsLists the brands in your BigMailer account.
Action
List bulk campaignsLists the bulk campaigns in a BigMailer brand.
Action
List contactsLists the contacts in a BigMailer brand, optionally limited to one list.
Action
List listsLists the contact lists in a BigMailer brand.
Action
List RSS campaignsLists the RSS campaigns in a BigMailer brand.
Action
List segmentsLists the segments in a BigMailer brand.
Action
List sendersLists the sending identities in a BigMailer brand.
Action
List templatesLists the templates in a BigMailer brand.
Action
List transactional campaignsLists the transactional campaigns in a BigMailer brand.
Action
Update a bulk campaignUpdates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update an RSS campaignUpdates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update a transactional campaignUpdates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update brandUpdates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
Action
Update listRenames an existing contact list inside a BigMailer brand.
Action
Update segmentUpdates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
Action
Update templateUpdates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.
Trigger
New BillTriggers when a new bill is created in FreshBooks.
Trigger
New ClientTriggers when a new client is created in FreshBooks.
Trigger
New Credit NoteTriggers when a new credit note is created in your FreshBooks account.
Trigger
New EstimateTriggers when a new estimate is created in FreshBooks.
Trigger
New ExpenseTriggers when a new expense is recorded in FreshBooks.
Trigger
New Filtered InvoiceTriggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.
Trigger
New InvoiceTriggers when a new invoice is created in FreshBooks.
Trigger
New Invoice PaymentTriggers when a new invoice payment is created.
Trigger
New ProjectTriggers when a new project is created in FreshBooks.
Trigger
New Staff MemberTriggers when a new staff member is added to your FreshBooks business.
Trigger
New Time EntryTriggers when a new time entry is created in FreshBooks.
Trigger
New VendorTriggers when a new bill vendor is created in FreshBooks.
Trigger
Updated BillTriggers 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 EstimateTriggers when an estimate is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated in FreshBooks.
Trigger
Updated VendorTriggers when a bill vendor is updated in FreshBooks.
Action
Add Payment to InvoiceRecords a payment against a FreshBooks invoice and returns the created payment.
Action
Create BillCreates a bill in FreshBooks recording what your business owes a vendor, with its line items.
Action
Create ClientCreates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.
Action
Create Credit NoteCreates a credit note or prepayment credit for a client in FreshBooks.
Action
Create EstimateCreates a new estimate for a client in FreshBooks, optionally with line items.
Action
Create ExpenseCreates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.
Action
Create InvoiceCreates 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 PDFReturns the PDF of an existing FreshBooks invoice as a file you can attach or store.
Action
Create or Update ClientUpdates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.
Action
Create or Update InvoiceUpdates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.
Action
Create Other IncomeRecords income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.
Action
Create ProjectCreates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.
Action
Create Recurring InvoiceCreates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.
Action
Create Time EntryCreates a time entry recording time spent working for a client or project in FreshBooks.
Action
Create VendorCreates a bill vendor (a supplier you receive bills from) in your FreshBooks business.
Action
Find BillFinds bills in FreshBooks by id, vendor, status or currency and returns the matches.
Action
Find ClientFinds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.
Action
Find Credit NoteFinds a credit note in FreshBooks by its id and returns the credit note's details.
Action
Find EstimateFinds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.
Action
Find InvoiceFinds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.
Action
Find ProjectFinds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.
Action
Find VendorFinds bill vendors in your FreshBooks account whose business name matches the text you give.
Action
Send EstimateEmails an existing estimate to the listed recipients and marks it as sent.
Action
Send InvoiceEmails an existing invoice to the recipients you choose and marks it as sent.
Action
Update BillUpdates an existing bill from a vendor, such as its dates, bill number, line items or status.
Action
Update Credit NoteUpdates an existing credit note in FreshBooks, changing only the details you fill in.
Action
Update EstimateUpdates 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 EntryUpdates an existing time entry in FreshBooks, such as its duration, note, client or project.
Action
Update VendorUpdates 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.
Each app on its own
Reviews
What our customers say
More from BigMailer
BigMailer to MINDBODYMINDBODY is a powerful business management software that combines your scheduling, task automation...
BigMailer to BridgeDbbridgedb webservices
BigMailer to SalesmapSalesMap is a data-driven CRM for sales growth.
BigMailer to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BigMailer to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BigMailer to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
More into FreshBooks
ActiveCampaign to FreshBooksActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FreshBooksOrganize anything with Airtable, a modern database created for everyone.
Asana to FreshBooksAsana is a collaborative information manager for workspace.
ClickUp to FreshBooksClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FreshBooksDiscord is an all-in-one voice and text chat for gamers.
Brevo to FreshBooksBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
BigMailer and FreshBooks, answered
What can start an automation from BigMailer?
Any of BigMailer's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FreshBooks when something happens in BigMailer?
Any of FreshBooks's 29 actions, including Create Bill, Create Client, Create Credit Note and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreshBooks to BigMailer?
Yes. When something happens in FreshBooks, your agent can act in BigMailer too. This page covers both directions: FreshBooks's triggers and BigMailer's actions are listed here as well.
Do I have to build a connector for BigMailer or FreshBooks?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use BigMailer and FreshBooks without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.