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- Reference
FreshBooks
Look up the FreshBooks connector: its actions and events in alphabetical order, and the sign-in methods of a FreshBooks connection.
The FreshBooks connector lets a workflow manage clients and items, and send and download invoices. In the Add node panel, it's in the Connector category, under FreshBooks. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in FreshBooks.
| Action | What it does |
|---|---|
| Create Client | Create a new client or customer in FreshBooks. |
| Create Item | Create a new item in FreshBooks. |
| Delete Record | Deletes a record in FreshBooks. |
| Download Invoice | Download invoices from FreshBooks. |
| Get Record | Retrieves a record in FreshBooks. |
| List All Records | List all records in FreshBooks. |
| Replace Record | Replace a record in FreshBooks. |
| Search Clients by Email | Search for clients using their email address in FreshBooks. |
| Search Items | Search for items in FreshBooks by SKU or description. |
| Send Invoice by Email | Send an invoice to a specified email using FreshBooks. |
| Update Item | Update an item in FreshBooks. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Client Created | Trigger when a new client is created in FreshBooks. |
| Client Updated | Trigger when an existing client is updated in FreshBooks. |
| Item Updated | Trigger automation when an item is updated in FreshBooks. |
| Payment Created or Updated | Trigger actions when a new payment is created or updated in FreshBooks. |
| Record Created | Triggers when an new record was created. |
| Record Updated | Triggers when an existing record was updated. |
Connection
A FreshBooks node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 Authorization code | Business name, Scope. |
| Bring your own OAuth 2.0 app | Client ID, Client secret, Business name, Scope. |
Freshbooks authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.