--- title: "Connect FreshBooks to Clicksign - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Notifications Email\" in Clicksign." canonical: "https://apiant.ai/connect/freshbooks-to-clicksign" --- # Connect FreshBooks to Clicksign When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Notifications Email** in [Clicksign](https://apiant.ai/connections/clicksign). Describe the whole flow and it is built, tested on every scenario and kept running. FreshBooks **16** triggers FreshBooks **29** actions Clicksign **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FreshBooks and Clicksign 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 FreshBooks can start in Clicksign - When **New Bill** in FreshBooks then **Notifications Email** in Clicksign - When **New Client** in FreshBooks then **View Document** in Clicksign 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 FreshBooks and Clicksign ## Triggers and actions 16 triggers · 40 actions - 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 Signer** Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents. - Action **Delete Document** Deletes a draft document from a Clicksign envelope. - Action **Delete Signer** Deletes a signer from an envelope, as long as the signer has not started signing. - Action **List Documents** Returns the documents in a Clicksign envelope, with each document's status, file name and download link. - Action **List Templates** Returns the document templates (modelos) in your Clicksign account. - Action **Notifications Email** Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified. - Action **Notifications SMS** Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message. - Action **Notifications WhatsApp** Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified. - Action **Remove Signer From Document** Removes a signer who has not yet started signing from a Clicksign envelope. - Action **View Document** Returns the current details and status of a document inside a Clicksign envelope. - Action **View Signer** Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences. ## Each app on its own - [ **FreshBooks** FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their...](https://apiant.ai/connections/freshbooks) - [ **Clicksign** Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity...](https://apiant.ai/connections/clicksign) Reviews ## What our customers say ## More from FreshBooks - [ **FreshBooks to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/freshbooks-to-vercel) - [ **FreshBooks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshbooks-to-hubspot) - [ **FreshBooks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshbooks-to-salesforce) - [ **FreshBooks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshbooks-to-slack) - [ **FreshBooks to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/freshbooks-to-google-sheets) - [ **FreshBooks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/freshbooks-to-gmail) ## More into Clicksign - [ **HubSpot to Clicksign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clicksign) - [ **Salesforce to Clicksign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clicksign) - [ **Slack to Clicksign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clicksign) - [ **Google Sheets to Clicksign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-clicksign) - [ **Gmail to Clicksign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clicksign) - [ **Google Calendar to Clicksign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clicksign) Questions ## FreshBooks and Clicksign, answered ### ### What can start an automation from FreshBooks? Any of FreshBooks's 16 triggers in the catalog, including New Bill, New Client, New Credit Note and New Estimate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clicksign when something happens in FreshBooks? Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clicksign to FreshBooks? Clicksign has no triggers in the catalog today, so automations start in FreshBooks. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it. ### ### Do I have to build a connector for FreshBooks or Clicksign? 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 FreshBooks and Clicksign 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.