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Integratie / Finance & Accounting

FreshBooks integratie

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

Over FreshBooks

FreshBooks is a cloud-based accounting software for small businesses. It streamlines invoicing, expense tracking, and time management in one place.

Alle integraties
Categorie
Finance & Accounting
Verbinding
OAuth
Type
Tool
Acties
10
Tags
library

Voorbeeldprompts

Wat je Growf kunt vragen te doen met FreshBooks

  • Show all businesses linked to my account
  • List current projects for my consulting business
  • Find projects for my main business entity
  • Get all projects under my marketing company

Beschikbare acties

10 acties die je agents kunnen uitvoeren in FreshBooks

  • Create Webhook

    Register a new webhook callback for a FreshBooks account. Webhooks notify your application when specified events occur (e.g., when invoices are created, clients are updated, or payments are received). **Prerequisites:** Obtain a valid account_id using the List Businesses action first. **Important N…

  • Delete Webhook

    Delete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.

  • Get Business Users

    Retrieves staff identities and members for a specific FreshBooks business. This action returns detailed information about all staff members (owners, admins, employees) in a business group, including their roles, email addresses, and active status. Use this to discover team members before assigning …

  • List Businesses

    List all businesses associated with the authenticated user. This action retrieves business membership information from the FreshBooks Identity endpoint, showing all businesses the user has access to along with their role in each business. The business_id from this response is required for many othe…

  • List Clients

    Retrieves all clients for a FreshBooks account. Clients are entities you send invoices to. Supports pagination, filtering by email/user ID/visibility state, sorting, and includes optional balance data (outstanding, credit, draft, overdue).

  • List Journal Entries

    Retrieves all journal entries for a FreshBooks business account. Journal entries are the building blocks of financial accounting, recording all business transactions including invoices, payments, credits, and expenses. Use this action to get a comprehensive view of your accounting records.

  • List Projects

    Retrieves all projects associated with a FreshBooks business account. This action returns a paginated list of projects with comprehensive details including client information, billing rates, budget, completion status, team members, and associated services. Use this to discover available projects be…

  • List Webhooks

    List all webhook callbacks registered for a FreshBooks account. Webhooks notify your application when events occur (e.g., invoice creation, payment received). Use this to discover what webhook callbacks are currently active for an account before creating or managing webhook subscriptions.

  • Register as a New User

    Register a new user account in FreshBooks. Returns an access token upon successful registration. Use this action when you need to create a new FreshBooks user account programmatically with their business information.

  • Update Webhook

    Update or verify a FreshBooks webhook callback. Use this to verify a newly created webhook by providing the verification code, or to request a new verification code be sent to the callback URI. **Prerequisites:** You need the account_id (from List Businesses as business_uuid) and callback_id (from …

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