Connect FreshBooks and Loyalzoo

Both apps 64FreshBooks 45Loyalzoo 19

• 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
  Checkin

  Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.

• Trigger
  Customer Updated

  Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.

• Trigger
  Membership Created

  Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.

• Trigger
  Membership Ended

  Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.

• Trigger
  New Charge

  Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.

• Trigger
  New Counter Event

  Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.

• Trigger
  New Customer Created

  Triggers when a new customer is added to the merchant's place.

• Trigger
  Points Given

  Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.

• Action
  Create New Customer

  Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.

• Action
  Export Latest Customer Data

  Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.

• Action
  Export Latest Transaction Data

  Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.

• Action
  Get Customer Payment Method

  Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.

• Action
  Get Membership

  Returns one membership held by a customer of your place, including its amount, billing dates and status.

• Action
  Get Merchant Info

  Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.

• Action
  Give Points

  Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.

• Action
  Increase Counter

  Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.

• Action
  Retrieve Customer Details

  Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.

• Action
  Search for Loyalty Customer via Email

  Returns the customers of your Loyalzoo place whose email address matches the one you specify.

• Action
  Update Customer

  Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.

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