Connect FreshBooks to Brex

Both apps 72FreshBooks 45Brex 27

• 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.

• Action
  Create Department

  Creates a new department in your Brex account and returns its ID, name and description.

• Action
  Create Location

  Creates a new location in your Brex account and returns its ID, name and description.

• Action
  Create User

  Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user.

• Action
  Create Vendor

  Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor.

• Action
  Disable User

  Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time.

• Action
  Email Card Details

  Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify.

• Action
  Find a Card by ID

  Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date.

• Action
  Find a User

  Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value.

• Action
  Find Department by Name

  Returns the Brex departments that match the specified department name.

• Action
  Find Location by Name

  Returns the Brex locations that match the specified name.

• Action
  Find User by Email

  Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found.

• Action
  Find Vendor by Name

  Returns the vendors whose name matches the name you supply.

• Action
  Get Card Number

  Returns the full card number, CVV, expiration date and cardholder name for a Brex card.

• Action
  Get Card Transactions

  Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date.

• Action
  Get Cash Transactions

  Returns the transactions for a Brex cash account, optionally only those posted on or after a given date.

• Action
  List cards

  Returns the company's Brex cards, optionally only those belonging to one user.

• Action
  List Cash Accounts

  Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary.

• Action
  List departments

  Returns the departments in your Brex account, optionally filtered by name.

• Action
  List Expenses

  Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own.

• Action
  List locations

  Returns the locations in your Brex account, optionally filtered by name.

• Action
  List users

  Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value.

• Action
  List vendors

  Returns the vendors in the Brex account, optionally only those matching a vendor name.

• Action
  Terminate card

  Permanently terminates a Brex card and returns the updated card. The card owner is notified.

• Action
  Update a Budget - “Brex Empower” Customers Only

  Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only.

• Action
  Update card

  Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card.

• Action
  Update User

  Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged.

• Action
  Update Vendor by Name

  Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts.

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