--- title: "Connect FreshBooks and Omnisend - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Add email template\" in Omnisend." canonical: "https://apiant.ai/connect/freshbooks-to-omnisend" --- # Connect FreshBooks and Omnisend When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Add email template** in [Omnisend](https://apiant.ai/connections/omnisend), or **New Contact** in Omnisend 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 Omnisend **2** triggers Omnisend **36** 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 Omnisend 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 Omnisend can do together ### From FreshBooks to Omnisend - When **New Bill** in FreshBooks then **Add email template** in Omnisend - When **New Client** in FreshBooks then **Add tags to contacts** in Omnisend ### From Omnisend to FreshBooks - When **New Contact** in Omnisend then **Add Payment to Invoice** in FreshBooks - When **Updated Contacts** in Omnisend 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 Omnisend ## Triggers and actions 18 triggers · 65 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 **New Contact** Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag. - Trigger **Updated Contacts** Triggers when a contact is created or updated in Omnisend, newest changes first. - Action **Add email template** Creates a new email template in Omnisend with a name, general style settings and content sections. - Action **Add product** Creates a product in your Omnisend catalog, with optional variants, images, categories and tags. - Action **Add product category** Creates a new product category in your Omnisend store. - Action **Add segment** Creates a new contact segment in Omnisend from a name and a set of condition rules. - Action **Add tags to contacts** Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear. - Action **Cancel Campaign** Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled. - Action **Copy Campaign** Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name. - Action **Create Campaign** Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign. - Action **Create Subscriber** Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address. - Action **Delete Campaign** Deletes a campaign from your Omnisend account. - Action **Delete Email Template** Deletes an email template from your Omnisend account by its ID. - Action **Delete Image** Deletes an image from the Omnisend image library by its ID. - Action **Delete product** Deletes a product from the Omnisend product catalog by its ID. - Action **Delete Segment** Permanently deletes a segment in Omnisend. - Action **Find Campaign** Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings. - Action **Find Campaigns** Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates. - Action **Find Email Template** Returns a single email template, including its name, layout sections and general settings, looked up by its ID. - Action **Find Email Templates** Returns email templates whose names contain the given text. - Action **Find Image** Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions. - Action **Find Images** Returns images in your Omnisend library whose names contain the search text. - Action **Find Segment** Returns an Omnisend segment by its ID, including its name, status and condition rules. - Action **Find Segments** Finds segments whose name contains the given text. - Action **Get contact** Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties. - Action **Get product** Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status. - Action **Get Segment Statistics** Returns statistics for a segment, including how many contacts it currently contains. - Action **Import Email Template** Creates a new Omnisend email template by importing raw HTML. Returns the created template. - Action **List contacts** Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time. - Action **Remove tags from contacts** Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background. - Action **Render Email Template** Renders an email template and returns its full HTML body for preview. - Action **Send Customer Event** Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event. - Action **Update Campaign** Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated. - Action **Update contact** Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact. - Action **Update email template** Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template. - Action **Update product** Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version. - Action **Update segment** Updates an existing segment's name and rules. The segment can't be updated while it is being built. - Action **Upload Image** Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details. ## 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) - [ **Omnisend** Omnisend is a marketing automation platform built for growing ecommerce businesses that have graduated their...](https://apiant.ai/connections/omnisend) 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 Omnisend - [ **HubSpot to Omnisend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-omnisend) - [ **Google Sheets to Omnisend** Google Sheets](https://apiant.ai/connect/google-sheets-to-omnisend) - [ **Gmail to Omnisend** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-omnisend) - [ **Google Calendar to Omnisend** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-omnisend) - [ **Google Drive to Omnisend** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-omnisend) - [ **Mailchimp to Omnisend** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-omnisend) Questions ## FreshBooks and Omnisend, 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 Omnisend when something happens in FreshBooks? Any of Omnisend's 36 actions, including Create Campaign, Create Subscriber, Send Customer Event and Update Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Omnisend to FreshBooks? Yes. When something happens in Omnisend, your agent can act in FreshBooks too. This page covers both directions: Omnisend's triggers and FreshBooks's actions are listed here as well. ### ### Do I have to build a connector for FreshBooks or Omnisend? 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 Omnisend 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.