Integrate FreshBooks with Retently

Trigger NPS/CSAT surveys after invoice payments or project completions, sync customer contact and billing information, and use feedback scores to improve financial service offerings and customer support.

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About FreshBooks

FreshBooks is cloud accounting software that helps users send invoices, track expenses, manage time, and collaborate on projects.

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FreshBooks to Retently

1

New Client

Triggers when a new client is created.
2

New Expense

Triggers when a new expense is created.
3

New Bill

Triggers when a new bill is created.
4

New Filtered Invoice

Triggers when a new invoice that meets the condition is created.
5

New Staff Member

Triggers when a new staff member completes their profile from the email they receive.
6

New Invoice Payment

Triggers when a new invoice payment is created.
7

Updated Bill

Triggers when a bill is updated.
8

Updated Invoice

Triggers when an invoice is updated.
9

Updated Vendor

Triggers when a vendor is updated.
10

New Estimate

Triggers when a new estimate is created.
11

New Invoice

Triggers when a new invoice is created.
12

New Credit Note

Triggers when a new credit note is created.
13

New Project

Triggers when a new project is created.
14

New Vendor

Triggers when a new vendor is created.
15

New Time Entry

Triggers when a new time entry is created.
16

Updated Estimate

Triggers when an estimate is updated.
17

Updated Project

Triggers when a project is updated.
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Retently to FreshBooks

1

Create Bill

Creates a new bill.
2

Create Client

Creates a new client.
3

Create Estimate

Creates a new estimate.
4

Create Invoice

Creates an invoice.
5

Create Other Income

Creates other income that doesn't require an invoice.
6

Create Recurring Invoice

Creates a new recurring invoice.
7

Create Vendor

Creates a vendor.
8

Send Estimate

Sends an estimate by email.
9

Update Bill

Updates an existing bill.
10

Create or Update Client

Updates an existing client based on email; optionally create a client if one is not found.
11

Update Estimate

Updates an estimate.
12

Update Time Entry

Updates a time entry.
13

Find Bill

Finds an existing bill.
14

Find Client

Finds an existing client.
15

Find Invoice

Finds an existing invoice.
16

Find Vendor

Finds an existing vendor.
17

Find or Create Credit Note

Finds a credit note or creates one if it is not found.
18

Find or Create Estimate

Finds an estimate or creates one if it is not found.
19

Find or Create Project

Finds a project or creates one if it is not found.
20

Add Payment to Invoice

Adds payment to invoice.
21

Create Checkout Link

Creates a checkout link.
22

Create Credit Note

Creates a credit note.
23

Create Expense

Creates new expense.
24

Create Invoice PDF

Creates a PDF of an invoice.
25

Create Project

Creates new project.
26

Create Time Entry

Creates new time entry.
27

Delete Checkout Link

Deletes a checkout link for an item or service.
28

Send Invoice

Sends an invoice to the email for the invoice client.
29

Update Checkout Link

Updates an existing checkout link.
30

Update Credit Note

Updates a credit note.
31

Create or Update Invoice

Updates an existing invoice based on invoice number; optionally create a new invoice if one does not exist.
32

Update Vendor

Updates a vendor.
33

Find Credit Note

Finds an existing credit note.
34

Find Estimate

Finds an estimate.
35

Find Project

Finds an existing project.
36

Find or Create Bill

Finds a bill or creates one if it is not found.
37

Find or Create Client

Finds a client or creates one if it is not found.
38

Find or Create Invoice

Finds an invoice or creates one if it is not found.
39

Find or Create Vendor

Finds a vendor or creates one if it is not found.

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