FreshBooks

freshbooks is an accounting software designed for small businesses to manage invoices, expenses, payments, and financial reports integrating freshbooks with make com enables automated invoice creation, expense tracking, and client management directly from workflows this is ai generated content based on official freshbooks documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www freshbooks com/api/start directly requirements to use the freshbooks app in make, you must have an active freshbooks account and a registered developer application, https //www freshbooks com for subscription, refer to the https //www freshbooks com connect freshbooks and {{product name}} to get started, you must first create a connection between freshbooks and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your freshbooks account create the connection in make obtain your oauth2 credentials in your freshbooks account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your freshbooks account to obtain your oauth2 credentials navigate to the developer hub select apps click the create an app button enter the callback uri https //www integromat com/oauth/cb/freshbooks enter the required fields and select save to submit your application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support freshbooks com/hc/en us/articles/225004467 what is freshbooks api and how can i connect to it create the connection in {{product name}} https //www make com/en/register , add the freshbooks module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your freshbooks account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page freshbooks modules after connecting to the freshbooks app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client creates a new client record in your system create a service creates a new service record in your account create an estimate generates new cost estimates for your projects or services create an expense creates a new expense record and enables you to attach a file, such as a receipt or invoice, to the expense create an invoice generates a brand new invoice record in your account create an item creates a new item in the specified application or database delete an expense deletes a selected expense record from your account get an expense fetches comprehensive information about a particular expense based on the provided identifier make an api call executes a custom api request to the connected service using your authorized credentials search expenses searches for specific expenses based on your criteria or retrieves a complete list of all expenses search a client searches for a client based on specified criteria such as name, email, or id search a service searches for available services within your account search an estimate searches for existing estimates in your account search an invoice retrieves a list of invoices that match specified filter criteria search an item searches for specific items within your data update a client updates the details of a specific client using their unique id update a service updates the details of a specific service using its unique id update an estimate updates the details of a specific estimate using its unique id update an expense updates the details of a selected expense record update an invoice updates the details of a specific invoice using its unique id update an item updates the details of a specified existing item templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} freshbooks resources you can have access to more resources related to this app on the following links https //community make com/search?q=freshbooks https //www freshbooks com https //www freshbooks com/api/start https //www make com/en/integrations/freshbooks