--- title: "Connect FreshBooks and Teachworks - APIANT.ai" description: "When \"New Bill\" fires in FreshBooks, your agent runs \"Add payment allocation\" in Teachworks." canonical: "https://apiant.ai/connect/freshbooks-to-teachworks" --- # Connect FreshBooks and Teachworks When **New Bill** fires in [FreshBooks](https://apiant.ai/connections/freshbooks), your agent runs **Add payment allocation** in [Teachworks](https://apiant.ai/connections/teachworks), or **Lesson Completed** in Teachworks to **Add Payment to Invoice** in FreshBooks. Describe the whole flow and it is built, tested on every scenario and kept running. FreshBooks **16** triggers FreshBooks **29** actions Teachworks **17** triggers Teachworks **28** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FreshBooks and Teachworks to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What FreshBooks and Teachworks can do together ### From FreshBooks to Teachworks - When **New Bill** in FreshBooks then **Add payment allocation** in Teachworks - When **New Client** in FreshBooks then **Add profile note** in Teachworks ### From Teachworks to FreshBooks - When **Lesson Completed** in Teachworks then **Add Payment to Invoice** in FreshBooks - When **New Availability** in Teachworks 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 Teachworks ## Triggers and actions 33 triggers · 57 actions - 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. - Trigger **Lesson Completed** Triggers when a lesson is marked completed in Teachworks. - Trigger **New Availability** Triggers when a new availability block is added for a teacher or employee. - Trigger **New Cost Premium** Triggers when a new cost premium is created in Teachworks. - Trigger **New Employee** Triggers when a new employee (teacher or staff member) is added in Teachworks. - Trigger **New Invoice** Triggers when a new invoice is created in Teachworks. - Trigger **New Lesson** Triggers when a new lesson is scheduled in Teachworks. - Trigger **New Lesson Participant** Triggers when a student is added to a lesson as a new lesson participant. - Trigger **New Location** Triggers when a new location (or sub-location) is added in Teachworks. - Trigger **New Other Event** Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar. - Trigger **New Package Balance Alert** Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units). - Trigger **New Payment** Triggers when a new payment is recorded in Teachworks. - Trigger **New Refund** Triggers when a new refund is recorded against a customer's payment in Teachworks. - Trigger **New Service** Triggers when a new service is created in Teachworks. - Trigger **New Student** Triggers when a new student is added in Teachworks. - Trigger **New Unavailability** Triggers when a new unavailability (time off) is added for an employee in Teachworks. - Trigger **New Wage Payment** Triggers when a new wage payment to an employee is recorded in Teachworks. - Trigger **New Wage Tier** Triggers when a new wage tier is created in Teachworks. - Action **Add location** Creates a new location in your Teachworks account. - Action **Add payment allocation** Allocates part or all of a payment to an invoice. - Action **Add profile note** Creates a profile note on a customer (family) or student. - Action **Add student to lesson** Adds a student to an existing scheduled lesson and returns the updated lesson with its participants. - Action **Add wage payment** Creates a wage payment for an employee in Teachworks. - Action **Complete lesson** Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes. - Action **Create Child Student** Creates a child student who belongs to a family, with their fees billed to that family. - Action **Create Employee** Creates a new employee (teacher or staff member) in Teachworks. - Action **Create Family** Creates a family customer in Teachworks. Families are billed for the lessons of their child students. - Action **Create Independent Student** Creates an independent student in Teachworks: a directly billed customer together with its associated student record. - Action **Create Lesson** Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time. - Action **Create Payment** Creates a payment received from a customer (family or independent student). - Action **Find Child Student** Finds child students (students belonging to a family) matching the name, email, phone or other details you supply. - Action **Find Customer** Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches. - Action **Find Employee** Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list. - Action **Find Family** Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list. - Action **Find Independent Student (Full Details)** Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields. - Action **Find Independent Student (Student Details)** Finds independent students matching name, email, phone, school, status or other criteria and returns their student details. - Action **Find Payment** Finds payments by customer and/or payment date, returning the first match and the full list of matching payments. - Action **Get lesson** Returns a single lesson, including its time, teacher, service, location and participants. - Action **List lessons** Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range. - Action **Update customer** Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules. - Action **Update Customer Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks customer. - Action **Update employee** Updates an existing employee's profile, wage settings and user permissions in Teachworks. - Action **Update lesson** Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson. - Action **Update payment** Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID. - Action **Update student** Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers. - Action **Update Student Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks student. ## Each app on its own - [ **FreshBooks** FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their...](https://apiant.ai/connections/freshbooks) - [ **Teachworks** Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students...](https://apiant.ai/connections/teachworks) Reviews ## What our customers say ## More from FreshBooks - [ **FreshBooks to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/freshbooks-to-vercel) - [ **FreshBooks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshbooks-to-hubspot) - [ **FreshBooks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshbooks-to-salesforce) - [ **FreshBooks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshbooks-to-slack) - [ **FreshBooks to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/freshbooks-to-google-sheets) - [ **FreshBooks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/freshbooks-to-gmail) ## More into Teachworks - [ **HubSpot to Teachworks** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teachworks) - [ **Salesforce to Teachworks** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teachworks) - [ **Slack to Teachworks** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teachworks) - [ **Google Sheets to Teachworks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teachworks) - [ **Gmail to Teachworks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teachworks) - [ **Google Calendar to Teachworks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teachworks) Questions ## FreshBooks and Teachworks, 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 Teachworks when something happens in FreshBooks? Any of Teachworks's 28 actions, including Create Child Student, Create Employee, Create Family and Create Independent Student. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teachworks to FreshBooks? Yes. When something happens in Teachworks, your agent can act in FreshBooks too. This page covers both directions: Teachworks's triggers and FreshBooks's actions are listed here as well. ### ### Do I have to build a connector for FreshBooks or Teachworks? 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 Teachworks 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.