Connect FreshBooks to Support Board

Both apps 81FreshBooks 45Support Board 36

• 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 Conversation

  Creates a new conversation.

• Action
  Add Note

  Adds a new note to a conversation.

• Action
  Add User

  Create a new user in Support Board.

• Action
  Delete Message

  Deletes an existing message.

• Action
  Delete Note

  Deletes a note from a conversation.

• Action
  Delete User

  Deletes a user and all linked conversations and messages.

• Action
  Delete Users

  Deletes multiple users and all linked conversations and messages.

• Action
  Direct Message

  Sends a direct chat message.

• Action
  Get Agents in Conversation

  Returns an array with all the agents with at least one message in the conversation.

• Action
  Get Conversation

  Returns a conversation and the messages of the conversation.

• Action
  Get Conversations

  Returns all the conversations. Each conversation includes the last message of the conversation.

• Action
  Get External Setting

  Returns an external setting. External settings are saved on a dedicated database row.

• Action
  Get Last Agent in Conversation

  Returns the last agent who answered a conversation.

• Action
  Get Last Message

  Returns the last message in a conversation.

• Action
  Get Multi Setting

  Returns a subsetting of another setting.

• Action
  Get New Conversations

  Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get New Messages

  Returns the messages of a conversation created after the given date/ID.

• Action
  Get New User Conversations

  Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get Notes

  Returns the internal notes of a conversation.

• Action
  Get Setting

  Returns a setting saved in the Settings area.

• Action
  Get Settings

  Returns an array with all the settings.

• Action
  Get User

  Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist.

• Action
  Get User Conversations

  Returns the conversations of a user. Each conversation includes the last message of the conversation.

• Action
  Google Translate

  Translates multiple strings via Google Translate.

• Action
  Login

  Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful.

• Action
  Push Notification

  Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area.

• Action
  Search Conversations

  Returns the conversations matching the search.

• Action
  Search User Conversations

  Returns the conversations of the given user ID that matches the search terms.

• Action
  Send Message

  Adds a new message to an existing conversation.

• Action
  Telegram Send Message

  Sends a message to Telegram.

• Action
  Update Conversation Agent

  Assigns or update the agent assigned to a conversation.

• Action
  Update Conversation Department

  Updates the department of a conversation.

• Action
  Update Conversation Status

  Updates the status code of a conversation.

• Action
  Update Message

  Updates an existing message.

• Action
  Update User

  Updates the details of an existing user.

• Action
  WhatsApp Send Message

  Sends a message to a WhatsApp number.

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