Connect FreshBooks to Sequenzy

Both apps 58FreshBooks 45Sequenzy 13

• 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 subscriber to list

  Adds one or more subscribers to a Sequenzy list by email address, creating any subscriber that does not exist yet.

• Action
  Add tag

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Create or Update Subscriber

  Creates a subscriber in Sequenzy, or updates the existing subscriber with the same email, external ID or phone. Returns the subscriber and whether it was created, updated or skipped.

• Action
  Delete Subscriber

  Permanently deletes a subscriber by email address. Sequenzy later erases the subscriber's recorded activity and attributes.

• Action
  Find Subscriber

  Returns the subscribers that match a search term: a whole email address finds that one contact, anything shorter searches email, external ID, name and tags. Results can be narrowed by status, tags, list, segment, custom attribute or opt-out date.

• Action
  Get subscriber

  Returns a subscriber by email address, including tags, custom attributes, notes, list memberships, sequence enrollments, email engagement stats and recent activity.

• Action
  List lists

  Returns every subscriber list in your Sequenzy account, with each list's name, description, privacy setting and subscriber counts.

• Action
  List subscribers

  Returns subscribers in your Sequenzy account, optionally filtered by status, search text, tags, list, segment, custom attribute or opt-out date.

• Action
  List tags

  Returns every tag defined in your Sequenzy account, with each tag's id, name, color and whether it is a system tag.

• Action
  Remove subscriber from list

  Removes one or more subscribers from a subscriber list by email address or subscriber ID. The subscribers themselves are kept; only their list membership is removed.

• Action
  Remove tag from subscriber

  Removes a tag from a Sequenzy subscriber, identified by email or external ID. Returns the subscriber and whether the tag was removed.

• Action
  Trigger Event for Subscriber

  Records an event for a subscriber in Sequenzy, creating the subscriber if needed, which can start event-triggered sequences and apply sync rules.

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