Connect FreshBooks to When I Work

Both apps 67FreshBooks 45When I Work 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 location

  Creates a new schedule (location) in the When I Work account and returns the created schedule.

• Action
  Add position

  Creates a position, such as Dishwasher or Server, in the When I Work account.

• Action
  Add time entry

  Creates a time entry on a user's timesheet in When I Work and returns the new entry.

• Action
  Add time off request

  Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.

• Action
  Clock in

  Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.

• Action
  Clock out

  Clocks a When I Work user out and returns the time entry the clock-out belongs to.

• Action
  Create User

  Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.

• Action
  Delete shift

  Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.

• Action
  Delete user

  Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.

• Action
  Get account

  Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.

• Action
  Get shift

  Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.

• Action
  Get user

  Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.

• Action
  List locations

  Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.

• Action
  List positions

  Returns all the positions in the When I Work account, optionally including deleted ones.

• Action
  List shifts

  Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.

• Action
  List sites

  Returns all the sites in the When I Work account, optionally including deleted sites.

• Action
  List time entries

  Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.

• Action
  List time off requests

  Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.

• Action
  List users

  Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.

• Action
  Publish shifts

  Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.

• Action
  Update shift

  Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.

• Action
  Update user

  Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.

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