FreshBooks Reference, 10 actions

01. Operations

Act on FreshBooks from a workflow

Operations are the actions a workflow can take in FreshBooks, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Accounting

1 operation

Retrieve and review journal entries recorded in your FreshBooks account to track financial transactions and maintain accurate accounting records. Use this when you need to audit account activity or pull financial data for reporting and reconciliation purposes.

Action★ Featured

List Journal Entries

FRESHBOOKS_LIST_JOURNAL_ENTRIES2

Retrieve all journal entries from your FreshBooks account to view the complete record of your business transactions, invoices, payments, and expenses in one place.

3 input

Businesses

1 operation

Access information about the businesses and organizations associated with your FreshBooks account. This is essential when working with multi-business setups or when you need to reference business details in automated workflows.

Action★ Featured

List Businesses

FRESHBOOKS_LIST_BUSINESSES

Retrieve all businesses and accounts you have access to in FreshBooks, along with your role in each one. This helps you identify which business account to work with for invoicing, expense tracking, and financial management.

Clients

1 operation

Fetch and manage your client roster within FreshBooks to retrieve contact information, billing details, and client history. Pull this data when you need to sync clients with external systems, generate reports, or personalize communications in your workflow automation.

Action★ Featured

List Clients

FRESHBOOKS_LIST_CLIENTS

Retrieve all clients from your FreshBooks account with optional filtering and sorting to view who you've invoiced and their payment status. This helps you manage your customer relationships and track account balances at a glance.

8 input

Projects

1 operation

View and organize projects tracked in FreshBooks to monitor project status, timelines, and associated details. Reference this when you need to correlate project data with invoicing, resource allocation, or reporting activities.

Action★ Featured

List Projects

FRESHBOOKS_LIST_PROJECTS

Retrieve all projects from your FreshBooks account with complete details including client information, budget, and team assignments. Use this to view your active and completed projects before tracking time, creating invoices, or managing budgets.

7 input

Users

2 operations

Manage team members and user accounts within your FreshBooks workspace, including retrieving existing users and adding new team members programmatically. Use these operations to synchronize your team structure with other platforms or automate user provisioning in your workflow.

Action

Get Business Users

FRESHBOOKS_GET_BUSINESS_USERS

Retrieves all staff members and team members in your FreshBooks business account, including their roles and contact information. Use this to manage your team roster and understand who has access to your account.

1 input

Action

FRESHBOOKS_REGISTER_AS_A_NEW_USER

Creates a new FreshBooks user account with business information and automatically provides access credentials for immediate use.

5 input

Webhooks

4 operations

Set up event-driven automation by creating, updating, listing, and removing webhooks that trigger actions based on FreshBooks activity. Configure webhooks when you want real-time notifications of changes—such as invoice creation or payment receipt—to keep downstream systems synchronized without manual intervention.

Action

Create Webhook

FRESHBOOKS_CREATE_WEBHOOK

Register a webhook to receive real-time notifications from FreshBooks when important accounting events occur, such as invoice creation, client updates, or payments received. This allows your business to automatically trigger actions in other tools without manual checking.

3 input

Action

Delete Webhook

FRESHBOOKS_DELETE_WEBHOOK

Remove a webhook subscription from your FreshBooks account when you no longer need real-time notifications for specific business events. This helps you clean up integrations and reduce unnecessary data transfers.

2 input

Action

List Webhooks

FRESHBOOKS_LIST_WEBHOOKS

View all webhook notifications currently set up for your FreshBooks account to monitor when important business events occur like invoice creation or payments.

1 input

Action

Update Webhook

FRESHBOOKS_UPDATE_WEBHOOK

Verify a FreshBooks webhook connection or request a new verification code to ensure your callback URI is properly configured and receiving events.

4 input

What now

Use FreshBooks in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.

Browse workflow templates