Connect FreshBooks to StockFit

Both apps 78FreshBooks 45StockFit 33

• 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
  Find filings

  Search SEC filings by criteria.

• Action
  Find funds holding a symbol

  Reverse-lookup funds that hold a given symbol.

• Action
  Find news by symbol

  Fetch recent news articles for a given symbol.

• Action
  Find symbols

  Search/lookup symbols by name or ticker.

• Action
  Get balance sheet

  Fetch a company's balance sheet.

• Action
  Get cash flow statement

  Fetch a company's cash flow statement.

• Action
  Get company details

  Fetch company profile details for a symbol.

• Action
  Get dividend history

  Fetch historical dividend payments for a symbol.

• Action
  Get earnings calendar

  Fetch calendar of past/upcoming earnings dates.

• Action
  Get earnings snapshot

  Fetch the latest earnings snapshot for a symbol.

• Action
  Get economic model

  Fetch a company's economic model data.

• Action
  Get EPS history

  Fetch historical earnings-per-share data for a symbol.

• Action
  Get executive compensation

  Fetch executive compensation data for a company.

• Action
  Get executive officers

  Fetch a company's executive officers list.

• Action
  Get financial health scores

  Fetch computed financial health scores for a company.

• Action
  Get fund holdings

  Fetch a fund's current holdings.

• Action
  Get fund profile

  Fetch a fund's profile.

• Action
  Get historical prices

  Fetch historical price data for a symbol.

• Action
  Get income statement

  Fetch a company's income statement.

• Action
  Get insider trading summary

  Fetch summary of insider trading activity for a symbol.

• Action
  Get IPO calendar

  Fetch upcoming/recent IPO calendar entries.

• Action
  Get key metrics

  Fetch sector-aware key financial metrics for a company.

• Action
  Get ownership summary

  Fetch ownership summary (insider/institutional split) for a symbol.

• Action
  Get quotes

  Fetch batched real-time/latest price quotes for one or more symbols.

• Action
  Get research summary

  Fetch AI-style research summary for a company.

• Action
  Get revenue segmentation

  Fetch revenue segmentation footnote data for a company.

• Action
  Get symbol lookup

  Look up canonical symbol/company info by ticker.

• Action
  List company peers

  List peer companies for a symbol.

• Action
  List insider transactions

  List insider buy/sell transactions for a symbol.

• Action
  List institutional holders

  List institutional holders of a symbol.

• Action
  List latest filings

  List the most recent SEC filings across companies.

• Action
  List market news

  List general US market news.

• Action
  List symbols

  List all tradable symbols in the database.

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