--- title: "Connect FreshBooks to Lob - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Create Address\" in Lob." canonical: "https://apiant.ai/connect/freshbooks-to-lob" --- # Connect FreshBooks to Lob When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Create Address** in [Lob](https://apiant.ai/connections/lob). Describe the whole flow and it is built, tested on every scenario and kept running. FreshBooks **16** triggers FreshBooks **29** actions Lob **40** 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 Lob 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 Lob - When **New Bill** in FreshBooks then **Create Address** in Lob - When **New Client** in FreshBooks then **Create Bank Account** in Lob 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 Lob ## Triggers and actions 16 triggers · 69 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 **Autocomplete US Address** Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type. - Action **Bulk Verify International Addresses** Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable. - Action **Cancel Check** Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window. - Action **Cancel Letter** Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window. - Action **Cancel Postcard** Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window. - Action **Create Address** Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings. - Action **Create Bank Account** Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet. - Action **Create Template** Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version. - Action **Delete Address** Deletes a saved address from Lob. Returns the deleted address's ID. - Action **Delete Bank Account** Deletes a saved bank account from Lob. Returns the deleted bank account's ID. - Action **Delete Template** Deletes an HTML template from Lob. Returns the deleted template's ID. - Action **Get Address** Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it. - Action **Get Bank Account** Returns one saved bank account from Lob by its ID, including whether it has been verified. - Action **Get Check** Returns one check from Lob by its ID, including its amount, status and delivery tracking events. - Action **Get Letter** Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Postcard** Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Template** Returns one HTML template from Lob by its ID, including its published version and version history. - Action **List Addresses** Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more. - Action **List Bank Accounts** Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more. - Action **List Booklets** Returns the booklets you have created in Lob, newest first, with cursors for paging through more. - Action **List Campaigns** Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Checks** Returns the checks you have sent through Lob, newest first, with cursors for paging through more. - Action **List Informed Delivery Campaigns** Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Letters** Returns the letters you have sent through Lob, newest first, with cursors for paging through more. - Action **List Postcards** Returns the postcards you have sent through Lob, newest first, with cursors for paging through more. - Action **List QR Code Analytics** Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total. - Action **List Snap Packs** Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more. - Action **List Templates** Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more. - Action **List Uploads** Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign. - Action **Look Up ZIP Code** Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type. - Action **Reverse Geocode Lookup** Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point. - Action **Send Check** Prints and mails a physical check drawn on your Lob bank account to the recipient address you name. - Action **Send Letter** Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template. - Action **Send Postcard** Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template. - Action **Update Template** Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was. - Action **Validate Recipient Identity** Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score. - Action **Verify Bank Account** Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks. - Action **Verify International Address** Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered. - Action **Verify Single Line US Address** Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable. - Action **Verify US Address** Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable. ## 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) - [ **Lob** Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.](https://apiant.ai/connections/lob) 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 Lob - [ **HubSpot to Lob** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lob) - [ **Salesforce to Lob** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lob) - [ **Slack to Lob** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lob) - [ **Google Sheets to Lob** Google Sheets](https://apiant.ai/connect/google-sheets-to-lob) - [ **Gmail to Lob** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lob) - [ **Google Calendar to Lob** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lob) Questions ## FreshBooks and Lob, 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 Lob when something happens in FreshBooks? Any of Lob's 40 actions, including Create Address, Create Bank Account, Create Template and Send Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lob to FreshBooks? Lob has no triggers in the catalog today, so automations start in FreshBooks. If you need the other direction, ask: your agent reads Lob's API documentation and adds it. ### ### Do I have to build a connector for FreshBooks or Lob? 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 Lob 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.