Integration
Connect CMS Max and FreshBooks
When New Form Submission fires in CMS Max, your agent runs Add Payment to Invoice in FreshBooks, or New Bill in FreshBooks to Create Blog Post in CMS Max. 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 CMS Max 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 CMS Max and FreshBooks can do together
From CMS Max to FreshBooks
When New Form Submission in CMS Max
then Add Payment to Invoice in FreshBooks
When New Order in CMS Max
then Create Invoice in FreshBooks
From FreshBooks to CMS Max
When New Bill in FreshBooks
then Create Blog Post in CMS Max
When New Client in FreshBooks
then Create Event Category in CMS Max
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 CMS Max and FreshBooks
Triggers and actions 20 triggers · 105 actions
Trigger
New Form SubmissionTriggers when a new form submission is created in CMS Max.
Trigger
New OrderTriggers when a new order is created in CMS Max.
Trigger
New ProductTriggers when a new product is created in CMS Max.
Trigger
New UserTriggers when a new user is created in CMS Max.
Action
Add Variant OptionAdd a new option to a variant.
Action
Archive Blog PostArchive (soft delete) a blog.
Action
Archive EventArchive (soft delete) an event and its occurrences.
Action
Archive PageArchive (soft delete) a page.
Action
Archive ProductArchive (soft delete) a product.
Action
Count OrdersGet the count of all orders for the tenant.
Action
Count ProductsGet total count of products with optional filtering.
Action
Create Blog PostCreate a new blog.
Action
Create CategoryCreate a new category.
Action
Create CouponCreate a new coupon.
Action
Create Event CategoryCreate an event category.
Action
Create Event LocationCreate an event venue.
Action
Create Gift CardCreate a gift card.
Action
Create PageCreate a new page.
Action
Create ProductCreate a new product.
Action
Create UserCreate a new user.
Action
Create VariantCreate a new variant.
Action
Delete BrandDelete a brand (soft delete).
Action
Delete CategoryDelete a category (soft delete).
Action
Delete FileDelete a file.
Action
Delete ImageDelete an image.
Action
Delete Product VariationDelete a product variation.
Action
Delete RedirectDelete a redirect.
Action
Delete UserDelete a user.
Action
Delete VariantDelete a variant.
Action
Delete Variant OptionDelete a variant option.
Action
Get Blog PostGet a single blog by ID.
Action
Get BrandGet a single brand by ID.
Action
Get CategoryGet a single category by ID.
Action
Get FormGet a single form by ID.
Action
Get Form SubmissionGet a single form submission by ID.
Action
Get PageGet a single page by ID.
Action
Get ProductGet a single product by ID.
Action
Get Product VariationGet a single product variation.
Action
Get RedirectGet a single redirect.
Action
Get UserGet a single user.
Action
Get VariantGet a single variant by ID.
Action
List Blog PostsGet paginated list of blogs with optional filtering.
Action
List BrandsGet paginated list of brands with optional filtering.
Action
List CategoriesGet paginated list of categories with optional filtering.
Action
List Event CategoriesGet paginated list of event categories.
Action
List Event LocationsGet paginated list of event venues.
Action
List EventsGet paginated list of events with optional filtering.
Action
List FormsGet paginated list of forms.
Action
List Form SubmissionsGet paginated list of form submissions.
Action
List Fulfillment MethodsGet list of available fulfillment methods.
Action
List GTIN TypesGet list of available GTIN types.
Action
List OrdersGet paginated list of orders with optional filtering.
Action
List PagesGet paginated list of pages with optional filtering.
Action
List Product Option ConfigurationsList a product's option configurations and their prices.
Action
List ProductsGet paginated list of products with optional filtering.
Action
List Product VariationsList all variations for a specific product.
Action
List RedirectsList redirects, newest first.
Action
List UsersList all users.
Action
List VariantsList all variants with their options.
Action
Unarchive Blog PostUnarchive (restore) a soft deleted blog.
Action
Unarchive BrandUnarchive (restore) a soft deleted brand.
Action
Unarchive CategoryUnarchive (restore) a soft deleted category.
Action
Unarchive EventUnarchive (restore) a soft deleted event.
Action
Unarchive PageUnarchive (restore) a soft deleted page.
Action
Unarchive ProductUnarchive (restore) a soft deleted product.
Action
Update Blog PostUpdate an existing blog.
Action
Update BrandUpdate an existing brand.
Action
Update CategoryUpdate an existing category.
Action
Update CouponUpdate a coupon, including its applicability criteria.
Action
Update Order StatusUpdate an order's status.
Action
Update PageUpdate an existing page.
Action
Update Product Option Configuration PricesChange the prices of a product's option configurations.
Action
Update Product VariationUpdate a product variation.
Action
Update RedirectChange where a redirect points.
Action
Update UserUpdate a user.
Action
Update VariantUpdate an existing variant.
Action
Update Variant OptionUpdate a variant option.
Action
Upload FileUpload a file.
Action
Upload ImageStore a new image.
Action
Upload Image From URLStore a new image from a URL.
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 CMS Max
CMS Max to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CMS Max to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CMS Max to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CMS Max to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CMS Max to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CMS Max to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
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
CMS Max and FreshBooks, answered
What can start an automation from CMS Max?
Any of CMS Max's 4 triggers in the catalog, including New Form Submission, New Order, New Product and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FreshBooks when something happens in CMS Max?
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 CMS Max?
Yes. When something happens in FreshBooks, your agent can act in CMS Max too. This page covers both directions: FreshBooks's triggers and CMS Max's actions are listed here as well.
Do I have to build a connector for CMS Max 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 CMS Max 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.