Integration
Connect FreshBooks and Rex
When New Bill fires in FreshBooks, your agent runs Create Lead in Rex, or Appraisal Created in Rex to Add Payment to Invoice in FreshBooks. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want FreshBooks and Rex to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What FreshBooks and Rex can do together
From FreshBooks to Rex
When New Bill in FreshBooks
then Create Lead in Rex
When New Client in FreshBooks
then Assign Lead in Rex
From Rex to FreshBooks
When Appraisal Created in Rex
then Add Payment to Invoice in FreshBooks
When Calendar Event Created in Rex
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 Rex
Triggers and actions 30 triggers · 36 actions
Trigger
New BillTriggers when a new bill is created in FreshBooks.
Trigger
New ClientTriggers when a new client is created in FreshBooks.
Trigger
New Credit NoteTriggers when a new credit note is created in your FreshBooks account.
Trigger
New EstimateTriggers when a new estimate is created in FreshBooks.
Trigger
New ExpenseTriggers when a new expense is recorded in FreshBooks.
Trigger
New Filtered InvoiceTriggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.
Trigger
New InvoiceTriggers when a new invoice is created in FreshBooks.
Trigger
New Invoice PaymentTriggers when a new invoice payment is created.
Trigger
New ProjectTriggers when a new project is created in FreshBooks.
Trigger
New Staff MemberTriggers when a new staff member is added to your FreshBooks business.
Trigger
New Time EntryTriggers when a new time entry is created in FreshBooks.
Trigger
New VendorTriggers when a new bill vendor is created in FreshBooks.
Trigger
Updated BillTriggers 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 EstimateTriggers when an estimate is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated in FreshBooks.
Trigger
Updated VendorTriggers when a bill vendor is updated in FreshBooks.
Action
Add Payment to InvoiceRecords a payment against a FreshBooks invoice and returns the created payment.
Action
Create BillCreates a bill in FreshBooks recording what your business owes a vendor, with its line items.
Action
Create ClientCreates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.
Action
Create Credit NoteCreates a credit note or prepayment credit for a client in FreshBooks.
Action
Create EstimateCreates a new estimate for a client in FreshBooks, optionally with line items.
Action
Create ExpenseCreates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.
Action
Create InvoiceCreates 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 PDFReturns the PDF of an existing FreshBooks invoice as a file you can attach or store.
Action
Create or Update ClientUpdates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.
Action
Create or Update InvoiceUpdates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.
Action
Create Other IncomeRecords income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.
Action
Create ProjectCreates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.
Action
Create Recurring InvoiceCreates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.
Action
Create Time EntryCreates a time entry recording time spent working for a client or project in FreshBooks.
Action
Create VendorCreates a bill vendor (a supplier you receive bills from) in your FreshBooks business.
Action
Find BillFinds bills in FreshBooks by id, vendor, status or currency and returns the matches.
Action
Find ClientFinds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.
Action
Find Credit NoteFinds a credit note in FreshBooks by its id and returns the credit note's details.
Action
Find EstimateFinds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.
Action
Find InvoiceFinds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.
Action
Find ProjectFinds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.
Action
Find VendorFinds bill vendors in your FreshBooks account whose business name matches the text you give.
Action
Send EstimateEmails an existing estimate to the listed recipients and marks it as sent.
Action
Send InvoiceEmails an existing invoice to the recipients you choose and marks it as sent.
Action
Update BillUpdates an existing bill from a vendor, such as its dates, bill number, line items or status.
Action
Update Credit NoteUpdates an existing credit note in FreshBooks, changing only the details you fill in.
Action
Update EstimateUpdates 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 EntryUpdates an existing time entry in FreshBooks, such as its duration, note, client or project.
Action
Update VendorUpdates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed.
Trigger
Appraisal CreatedTriggers when a new appraisal is created in Rex.
Trigger
Calendar Event CreatedTriggers when a new calendar event is created in Rex.
Trigger
Calendar Event UpdatedTriggers when a calendar event is updated in Rex.
Trigger
Contact CreatedTriggers when a new contact is created in Rex.
Trigger
Contact UpdatedTriggers when a contact is updated in Rex.
Trigger
Contract CreatedTriggers when a new contract is created in Rex.
Trigger
Contract Status ChangedTriggers when a Rex contract's status changes.
Trigger
Lead CreatedTriggers when a new lead is received or created in Rex.
Trigger
Listing CreatedTriggers when a new listing is created in Rex.
Trigger
Listing PublishedTriggers when a Rex listing is published.
Trigger
Listing Sold/LeasedTriggers when a Rex listing is marked as sold or leased.
Trigger
Listing UpdatedTriggers when a listing is updated in Rex.
Trigger
Note CreatedTriggers when a new note is created in Rex.
Trigger
Property UpdatedTriggers when a property is updated in Rex.
Action
Add TagAdds a tag to a Rex contact.
Action
Assign LeadAssigns an existing Rex lead to a user.
Action
Create LeadCreates a lead in Rex, optionally linked to a contact and listing and assigned to a user.
Action
Create Match ProfileCreates a buyer/renter match profile for a Rex contact.
Action
Create NoteCreates a note in Rex, optionally linked to a contact.
Action
Create ReminderCreates a reminder in Rex for the record owner, optionally linked to a contact.
Action
Search for Full Calendar EventReturns the latest full data for a Rex calendar event by its ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
FreshBooks and Rex, 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 Rex when something happens in FreshBooks?
Any of Rex's 7 actions, including Create Lead, Create Match Profile, Create Note and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rex to FreshBooks?
Yes. When something happens in Rex, your agent can act in FreshBooks too. This page covers both directions: Rex's triggers and FreshBooks's actions are listed here as well.
Do I have to build a connector for FreshBooks or Rex?
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 Rex 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.