Connect FreshBooks and Relatel

Both apps 68FreshBooks 45Relatel 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 Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  Leave a Group

  Removes the authenticated employee from the chosen employee group and returns the group's details.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

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