Connect FreshBooks to Dex

Both apps 71FreshBooks 45Dex 26

• 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 Group

  Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.

• Action
  Create Note

  Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.

• Action
  Create Tag

  Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.

• Action
  Delete company

  Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.

• Action
  Delete Contact

  Permanently deletes a contact from Dex.

• Action
  Delete note

  Deletes a note from your Dex timeline.

• Action
  Delete reminder

  Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.

• Action
  Delete tag

  Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.

• Action
  Find Contact

  Finds contacts whose full name matches the text you enter and returns the matching contacts.

• Action
  Find Group

  Finds groups in Dex whose name matches the search text.

• Action
  Find notes by keyword

  Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.

• Action
  Find Tag

  Finds tags in Dex whose names match the search text and returns them, with the first match separately.

• Action
  Get company

  Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.

• Action
  Get contact

  Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.

• Action
  Get note

  Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.

• Action
  Get reminder

  Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.

• Action
  Get tag

  Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.

• Action
  List companies

  Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.

• Action
  List contacts

  Returns the contacts in your Personal Dex or in a chosen workspace.

• Action
  List groups

  Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.

• Action
  List reminders

  Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.

• Action
  List tags

  Returns all tags in your Dex account, optionally with how many contacts carry each tag.

• Action
  Tag Contact

  Assigns an existing tag to a contact in Dex.

• Action
  Update note

  Updates an existing Dex note. Only the fields you fill in are changed.

• Action
  Update reminder

  Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.

• Action
  Update tag

  Renames an existing tag in Dex.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.