--- title: "Connect FreshBooks and Greenhouse - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Create Candidate Note\" in Greenhouse." canonical: "https://apiant.ai/connect/freshbooks-to-greenhouse" --- # Connect FreshBooks and Greenhouse When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Create Candidate Note** in [Greenhouse](https://apiant.ai/connections/greenhouse), or **Application Updated** in Greenhouse to **Add Payment to Invoice** in FreshBooks. Describe the whole flow and it is built, tested on every scenario and kept running. FreshBooks **16** triggers FreshBooks **29** actions Greenhouse **15** triggers Greenhouse **38** 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 Greenhouse 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 and Greenhouse can do together ### From FreshBooks to Greenhouse - When **New Bill** in FreshBooks then **Create Candidate Note** in Greenhouse - When **New Client** in FreshBooks then **Add Attachment to Candidate** in Greenhouse ### From Greenhouse to FreshBooks - When **Application Updated** in Greenhouse then **Add Payment to Invoice** in FreshBooks - When **Candidate Updated** in Greenhouse then **Create Invoice** in FreshBooks 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 Greenhouse ## Triggers and actions 31 triggers · 67 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. - Trigger **Application Rejected** Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields. - Trigger **Application Updated** Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires. - Trigger **Candidate Hired** Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application. - Trigger **Candidate Updated** Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields. - Trigger **Job Updated** Triggers when a job (hiring plan) is created or updated in Greenhouse. - Trigger **New Candidate** Triggers when a new candidate or prospect is added to Greenhouse. - Trigger **New Candidate Application** Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses. - Trigger **New Job** Triggers when a new job (requisition / hiring plan) is created in Greenhouse. - Trigger **New Job Post** Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse. - Trigger **New Note** Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries. - Trigger **New Offer** Triggers when a new offer is created on a candidate's application in Greenhouse. - Trigger **New Scheduled Interview** Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse. - Trigger **New Scorecard** Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse. - Trigger **New Scorecard Due** Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted. - Trigger **Offer Updated** Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected. - Action **Add Attachment to Candidate** Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content. - Action **Add Candidate Education** Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse. - Action **Add Candidate Employment** Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job. - Action **Add Tag to Candidate** Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record. - Action **Convert Prospect to Candidate** Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application. - Action **Create Application** Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application. - Action **Create Candidate** Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application. - Action **Create Candidate Note** Adds a note, logged email, or activity-feed entry to a Greenhouse candidate, optionally tied to one of their applications. - Action **Create Interview** Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites. - Action **Create Job** Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values. - Action **Create Job Note** Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes. - Action **Create Job Post** Creates a new job post by copying an existing job post onto a job board, optionally with a new title, description, and publication status. - Action **Create Offer** Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values. - Action **Create Opening** Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values. - Action **Create Prospect** Creates a new prospect in Greenhouse: a candidate profile with a prospect application, optionally tied to jobs, a prospect pool, a department or an office. - Action **Delete Application** Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept. - Action **Delete Candidate** Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone. - Action **Delete Interview** Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted. - Action **Delete Note** Permanently deletes a note from a candidate's activity feed. This cannot be undone. - Action **Delete Opening** Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted. - Action **Find Application** Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team. - Action **Find Candidate** Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own. - Action **Find Due Scorecard** Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify. - Action **Find Job** Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer. - Action **Find Offer** Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match. - Action **Hire Application** Marks a candidate's application as hired and closes the matching opening on the job. - Action **Merge Candidates** Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted. - Action **Move Application** Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse. - Action **Reject Application** Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields. - Action **Remove Tag from Candidate** Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list. - Action **Unreject Application** Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared. - Action **Update Application** Updates the attribution and details of an existing Greenhouse application, such as its source, referrer, recruiter, coordinator, prospect pool and stage, and custom fields. - Action **Update Candidate** Updates an existing Greenhouse candidate's profile — name, company, title, contact details, tags, linked users and custom fields. Only the values you fill in are changed. - Action **Update Interview** Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites. - Action **Update Job** Updates an existing Greenhouse job's name, notes, offices, department, requisition id and custom fields, and returns the updated job. - Action **Update Job Post** Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft. - Action **Update Offer** Updates an existing offer's start date, opening, sent/created/resolved dates and offer custom fields, including compensation. Returns the updated offer. - Action **Update Opening** Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason. ## 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) - [ **Greenhouse** Greenhouse is a hiring software company. We create the technology, know-how and support for your business'...](https://apiant.ai/connections/greenhouse) Reviews ## What our customers say ## More from FreshBooks - [ **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](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) - [ **FreshBooks to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/freshbooks-to-google-calendar) ## More into Greenhouse - [ **Google Sheets to Greenhouse** Google Sheets](https://apiant.ai/connect/google-sheets-to-greenhouse) - [ **Gmail to Greenhouse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-greenhouse) - [ **Google Calendar to Greenhouse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-greenhouse) - [ **Google Drive to Greenhouse** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-greenhouse) - [ **ActiveCampaign to Greenhouse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-greenhouse) - [ **Airtable to Greenhouse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-greenhouse) Questions ## FreshBooks and Greenhouse, 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 Greenhouse when something happens in FreshBooks? Any of Greenhouse's 38 actions, including Create Application, Create Candidate, Create Candidate Note and Create Interview. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Greenhouse to FreshBooks? Yes. When something happens in Greenhouse, your agent can act in FreshBooks too. This page covers both directions: Greenhouse's triggers and FreshBooks's actions are listed here as well. ### ### Do I have to build a connector for FreshBooks or Greenhouse? 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 Greenhouse 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.