FreshBooks

freshbooks is a cloud based accounting platform for small businesses, offering invoicing, expense tracking, payments, and reporting integrating freshbooks with make com enables users to automate invoice creation, sync expenses, and streamline payment and client management 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 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 page click the button to create a new app enter your application name enter the callback uri https //www integromat com/oauth/cb/freshbooks save your application copy the client id displayed on the application details page copy the client secret displayed on the application details page 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 //www freshbooks com/api/start 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 adds a new client record to your account create a service creates a new service record in your account create an estimate generates detailed cost estimates for your projects or services create an expense creates a new expense record and lets you attach a file, such as a receipt or document, to the expense create an invoice generates a brand new invoice for your records or billing purposes create an item adds a new item to your selected list or database delete an expense removes a selected expense record from your account get an expense fetches comprehensive information about a particular expense record 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 finds and retrieves services based on specified search criteria search an estimate searches for existing estimates in your account search an invoice retrieves 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 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