Connect FreshBooks and Instantly

Both apps 68FreshBooks 45Instantly 23

• 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
  New Event

  Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

• Action
  Activate campaign

  Starts a campaign, or resumes a paused one, and returns the updated campaign.

• Action
  Add campaign

  Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

• Action
  Add lead list

  Creates a new lead list in Instantly for storing leads.

• Action
  Add Lead to Campaign

  Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

• Action
  Add Tags to Campaigns

  Assigns one or more custom tags to one or more campaigns.

• Action
  Add to Blocklist

  Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

• Action
  Create a New Tag

  Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

• Action
  Delete blocklist entry

  Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

• Action
  Delete lead

  Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

• Action
  Find Lead

  Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

• Action
  Get Blocklist Entry

  Returns a single block list entry (a blocked email address or domain) by its ID.

• Action
  Get campaign

  Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

• Action
  Get lead

  Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

• Action
  List campaigns

  Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

• Action
  List lead lists

  Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

• Action
  List leads

  Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

• Action
  List Tag Mappings

  Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

• Action
  Pause campaign

  Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

• Action
  Remove Lead From Campaign

  Removes one or more leads from an Instantly campaign, deleting them from that campaign.

• Action
  Remove Tags From Campaigns

  Removes one or more custom tags from Instantly campaigns.

• Action
  Update lead

  Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

• Action
  Update Lead Status

  Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

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