Connect FreshBooks to Tapfiliate

Both apps 67FreshBooks 45Tapfiliate 22

• 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 affiliate note

  Adds a note to an affiliate and returns the created note, including who wrote it and when.

• Action
  Add affiliate to program

  Adds an existing affiliate to a program, optionally setting their approval status and coupon, and returns the affiliate's record in that program.

• Action
  Add Commission to Conversion

  Adds one or more commissions to an existing conversion, calculated from the amount you supply, and returns the commissions that were created.

• Action
  Add payment

  Records a payment to an affiliate for a given amount and currency, and returns the payment that was created.

• Action
  Create Conversion

  Creates a conversion in Tapfiliate, attributed to an affiliate by customer, coupon, referral code, click, asset and source, or tracking id, and returns the conversion with its commissions.

• Action
  Create Customer

  Creates a customer in Tapfiliate and attributes it to an affiliate using a referral code, coupon, click id, tracking id, or asset and source ids.

• Action
  Delete affiliate

  Deletes an affiliate from your Tapfiliate account by ID.

• Action
  Delete conversion

  Deletes a conversion from your Tapfiliate account.

• Action
  Delete customer

  Permanently deletes a customer from your Tapfiliate account.

• Action
  Find Affiliate

  Returns the affiliates that match the email address, referral code, click, source, parent affiliate or affiliate group you specify.

• Action
  Find Affiliate in Program

  Returns the affiliates in a program that match an email address, source id, parent affiliate or affiliate group.

• Action
  Find Affiliate Prospect

  Returns the affiliate prospects that match an email address, referral code, program or affiliate group.

• Action
  Find Conversion

  Returns the conversions that match an external id, program, affiliate, pending-commission status or date range.

• Action
  Find Customer

  Returns the customers that match a customer id from your own system, or a program, affiliate or date range.

• Action
  Get affiliate

  Returns one affiliate by id, including their contact details, company, address, meta data and custom field values. An error occurs if the affiliate is not found.

• Action
  List commissions

  Returns all commissions in the Tapfiliate account, optionally narrowed by affiliate, approval status or whether they have been paid out.

• Action
  List payments

  Returns the payments made to affiliates in your Tapfiliate account, including the affiliate paid, the amount and the currency.

• Action
  List programs

  Returns all affiliate programs in the Tapfiliate account, optionally narrowed to one asset.

• Action
  Set Affiliate Group

  Assigns an affiliate to an affiliate group, replacing any group the affiliate is currently in.

• Action
  Update Commission Approval Status

  Approves or disapproves a commission and returns the updated commission.

• Action
  Update conversion

  Updates an existing conversion's amount, external id or meta data, and can recalculate its commissions when the amount changes.

• Action
  Update Customer Status

  Cancels a customer or uncancels them, returning the updated customer and its status.

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