--- title: "Connect eSputnik and FreshBooks - APIANT.ai" description: "When \"New Contact\" fires in eSputnik, your agent runs \"Add Payment to Invoice\" in FreshBooks." canonical: "https://apiant.ai/connect/esputnik-to-freshbooks" --- # Connect eSputnik and FreshBooks When **New Contact** fires in [eSputnik](https://apiant.ai/connections/esputnik), your agent runs **Add Payment to Invoice** in [FreshBooks](https://apiant.ai/connections/freshbooks), or **New Bill** in FreshBooks to **Add contact to segment** in eSputnik. Describe the whole flow and it is built, tested on every scenario and kept running. eSputnik **2** triggers eSputnik **12** actions FreshBooks **16** triggers FreshBooks **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want eSputnik and FreshBooks to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What eSputnik and FreshBooks can do together ### From eSputnik to FreshBooks - When **New Contact** in eSputnik then **Add Payment to Invoice** in FreshBooks - When **New Contact in Segment** in eSputnik then **Create Invoice** in FreshBooks ### From FreshBooks to eSputnik - When **New Bill** in FreshBooks then **Add contact to segment** in eSputnik - When **New Client** in FreshBooks then **Add emails to unsubscribed list** in eSputnik 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 eSputnik and FreshBooks ## Triggers and actions 18 triggers · 41 actions - Trigger **New Contact** Triggered when a new contact is created in eSputnik, optionally limited to contacts matching the details you enter. - Trigger **New Contact in Segment** Triggers when a contact is added to the eSputnik segment you choose. - Action **Add contact to segment** Adds one or more contacts to a static segment in eSputnik, identified by contact IDs or external customer IDs. - Action **Add emails to unsubscribed list** Adds one or more email addresses to the eSputnik list of unsubscribed contacts. - Action **Add/Update Contact** Adds a new contact or updates the existing matching contact, including its channels, address and additional fields, and returns the contact's ID. - Action **Delete contact** Deletes a contact by its eSputnik contact ID, optionally erasing all of the contact's data permanently. - Action **Delete contact from segment** Removes one or more contacts from a static segment, identified by their eSputnik contact IDs or external customer IDs. - Action **Find contacts** Returns up to 500 contacts that match the specified external ID, email address, phone number, first name or last name. - Action **Get contact** Returns an eSputnik contact by ID, including its channels, address, segments and additional field values. An error occurs if the contact is not found. - Action **List segments** Returns the contact segments in the eSputnik account, optionally narrowed by name, with each segment's id, name and type. - Action **Send Email** Sends an email message to one or more recipients. A new contact is created for any address that does not already exist in eSputnik. - Action **Send Event** Sends a backend event for a contact to eSputnik, where it can start workflows and supply dynamic content for messages. - Action **Send Viber message** Sends a Viber message to a list of phone numbers or to a segment, and returns the queueing result for each recipient. A new contact is created for a phone number that does not exist yet. - Action **Subscribe Contact** Subscribes a contact through a double opt-in flow, creating an unconfirmed contact if none exists or updating the existing one, and returns the contact's ID and email subscription status. - 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. ## Each app on its own - [ **eSputnik** ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions...](https://apiant.ai/connections/esputnik) - [ **FreshBooks** FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their...](https://apiant.ai/connections/freshbooks) Reviews ## What our customers say ## More from eSputnik - [ **eSputnik to Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connect/esputnik-to-karbon) - [ **eSputnik to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/esputnik-to-hubspot) - [ **eSputnik to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/esputnik-to-salesforce) - [ **eSputnik to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/esputnik-to-slack) - [ **eSputnik to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/esputnik-to-google-sheets) - [ **eSputnik to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/esputnik-to-gmail) ## More into FreshBooks - [ **ActiveCampaign to FreshBooks** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freshbooks) - [ **Airtable to FreshBooks** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freshbooks) - [ **Asana to FreshBooks** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freshbooks) - [ **ClickUp to FreshBooks** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-freshbooks) - [ **Discord to FreshBooks** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freshbooks) - [ **Brevo to FreshBooks** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-freshbooks) Questions ## eSputnik and FreshBooks, answered ### ### What can start an automation from eSputnik? Any of eSputnik's 2 triggers in the catalog, including New Contact and New Contact in Segment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FreshBooks when something happens in eSputnik? 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 eSputnik? Yes. When something happens in FreshBooks, your agent can act in eSputnik too. This page covers both directions: FreshBooks's triggers and eSputnik's actions are listed here as well. ### ### Do I have to build a connector for eSputnik 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 eSputnik 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.