Connect FreshBooks and REsimpli

Both apps 82FreshBooks 45REsimpli 37

• 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 Agent

  Triggers when a new agent is added in REsimpli.

• Trigger
  New Buyer

  Triggers when a new buyer is added in REsimpli.

• Trigger
  New Lead

  Triggers when a new lead is added in REsimpli.

• Trigger
  New Vendor

  Triggers when a new vendor is added in REsimpli.

• Action
  Add Activity

  Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.

• Action
  Add Contact Details to Lead

  Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.

• Action
  Add Contact to Lead

  Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.

• Action
  Add Tags to Agent

  Adds one or more existing agent tags to an agent in REsimpli.

• Action
  Add Tags to Buyer

  Adds one or more existing buyer tags to a buyer in REsimpli.

• Action
  Add Tags to Lead

  Adds one or more existing lead tags to a lead in REsimpli.

• Action
  Add Tags to Vendor

  Adds one or more existing vendor tags to a vendor in REsimpli.

• Action
  Create Buyer

  Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.

• Action
  Create Lead

  Creates a new lead (property and seller contact) in REsimpli and returns the created lead.

• Action
  Create Tag

  Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).

• Action
  Create Vendor

  Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.

• Action
  Delete Agent

  Deletes an agent in REsimpli (soft delete).

• Action
  Delete Buyer

  Deletes a buyer in REsimpli (soft-delete).

• Action
  Download File

  Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.

• Action
  Get Buyer

  Returns the full details of a buyer in REsimpli.

• Action
  Get Vendor

  Returns the full details of a vendor in REsimpli.

• Action
  List Activities

  Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.

• Action
  List Agents

  Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.

• Action
  List Buyers

  Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.

• Action
  List Call Logs

  Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.

• Action
  List Contacts

  Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.

• Action
  List Files

  Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.

• Action
  List Leads

  Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).

• Action
  List Vendors

  Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.

• Action
  Remove Contact from Lead

  Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.

• Action
  Remove Tags from Agent

  Removes one or more tags from an agent in REsimpli.

• Action
  Remove Tags from Buyer

  Removes one or more tags from a buyer in REsimpli.

• Action
  Remove Tags from Lead

  Removes one or more tags from a lead in REsimpli.

• Action
  Update Agent Status

  Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.

• Action
  Update Buyer Status

  Moves a buyer to another pipeline status in REsimpli.

• Action
  Update Custom Question Answers

  Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.

• Action
  Update Lead Status

  Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.

• Action
  Update Vendor Status

  Moves a vendor to another pipeline status in REsimpli.

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