--- title: "Connect FreshBooks to Mailsoftly - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Add contact list\" in Mailsoftly." canonical: "https://apiant.ai/connect/freshbooks-to-mailsoftly" --- # Connect FreshBooks to Mailsoftly When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Add contact list** in [Mailsoftly](https://apiant.ai/connections/mailsoftly). Describe the whole flow and it is built, tested on every scenario and kept running. FreshBooks **16** triggers FreshBooks **29** actions Mailsoftly **18** 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 Mailsoftly 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 Mailsoftly - When **New Bill** in FreshBooks then **Add contact list** in Mailsoftly - When **New Client** in FreshBooks then **Add contact note** in Mailsoftly 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 Mailsoftly ## Triggers and actions 16 triggers · 47 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 **Add contact list** Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id. - Action **Add contact note** Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened. - Action **Add Global Unsubscribe** Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet. - Action **Add or update contact** Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID). - Action **Add to Contact List** Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error. - Action **Add to Suppression List** Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists. - Action **Create Contact** Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID. - Action **Create Tag** Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists. - Action **Delete contact** Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity. - Action **Find contacts** Returns the contacts that exactly match the email address, first name and/or last name you supply. - Action **Get contact** Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields. - Action **Get Contact Activity** Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes. - Action **Get Contact Subscriptions** Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives. - Action **List contact lists** Returns all contact lists in your Mailsoftly account with their ids, names and contact counts. - Action **List Contacts in Contact List** Returns the contacts that belong to one contact list, with when each was added to the list. - Action **List Tags** Returns every contact tag in the account with its id, name and color. - Action **Remove contact from contact list** Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched. - Action **Update Contact** Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value. ## 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) - [ **Mailsoftly** Mailsoftly is a free email marketing tool designed to send personalized emails and newsletters.](https://apiant.ai/connections/mailsoftly) 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 Mailsoftly - [ **HubSpot to Mailsoftly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailsoftly) - [ **Salesforce to Mailsoftly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mailsoftly) - [ **Slack to Mailsoftly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mailsoftly) - [ **Google Sheets to Mailsoftly** Google Sheets](https://apiant.ai/connect/google-sheets-to-mailsoftly) - [ **Gmail to Mailsoftly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mailsoftly) - [ **Google Calendar to Mailsoftly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mailsoftly) Questions ## FreshBooks and Mailsoftly, 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 Mailsoftly when something happens in FreshBooks? Any of Mailsoftly's 18 actions, including Create Contact, Create Tag, Update Contact and Add contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mailsoftly to FreshBooks? Mailsoftly has no triggers in the catalog today, so automations start in FreshBooks. If you need the other direction, ask: your agent reads Mailsoftly's API documentation and adds it. ### ### Do I have to build a connector for FreshBooks or Mailsoftly? 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 Mailsoftly 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.