FreshBooks

freshbooks is an accounting software for small businesses that manages invoicing, expenses, payments, and time tracking integrating freshbooks with make com lets users automate invoice creation, client management, and expense tracking directly from other business tools 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 freshbooks 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, create your account on freshbooks https //www freshbooks com for subscription, refer to the freshbooks pricing page https //www freshbooks com connect freshbooks and to get started, you must first create a connection between freshbooks and , 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 , you should first obtain your oauth2 credentials in your freshbooks account to obtain your oauth2 credentials navigate to the developer page after logging in click to create a new app enter the name of your application enter the callback uri https //www integromat com/oauth/cb/freshbooks click the save button to submit the application form copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //www freshbooks com/api/start create the connection in account https //www make com/en/register , add the freshbooks module to your , 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 connect an application docid\ so88fm6pkt0g adkddfzz page freshbooks modules after connecting to the freshbooks app, you can choose from a list of available modules to build your create a client adds a new client record to your account create a service creates a new service entry in your account create an estimate generates detailed cost estimates for your projects or services create an expense creates a new expense entry 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 removes a selected expense record from your account get an expense fetches comprehensive information about a particular expense based on its unique identifier make an api call executes a custom api request to the connected service using your authorized credentials search expenses finds specific expenses based on your search criteria or displays a complete list of all expenses search a client finds and retrieves information about a specific client search a service searches for available services within your account search an estimate finds and retrieves estimates based on specified search criteria search an invoice retrieves a list of invoices that match specified filter criteria search an item searches for specific items within your data or application 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 expense modifies the details of a selected expense record update an invoice updates the details of a specific invoice using its unique id update an item modifies the details of an existing item in your account templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created freshbooks resources you can have access to more resources related to this app on the following links freshbooks topics on make community https //community make com/search?q=freshbooksfreshbooks website https //www freshbooks comfreshbooks api documentation https //www freshbooks com/api/startfreshbooks page on make https //www make com/en/integrations/freshbooks