[Image: FreshBooks]

FreshBooks

FreshBooks is a simple web-based software for tracking time, organizing expenses and invoicing clients.

Triggers

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

New Task

Triggers for new task in a project or account.

New Contact

Triggers when a new contact is added for a client.

Any Account Activity

Triggers instantly on your choice of records either created or updated.

New Client

Triggers when a new client is added to Freshbooks.

New Time Entry

Triggers for new time entries in any project.

New Invoice

Triggers when a new invoice is created (with line item support).

New Expense

Triggers when a new expense is created and when the "date" of the expense is today. In other words, this will never trigger if "date" is in the past and will eventually trigger if "date" is in the future.

New Payment

Triggers when a new payment is created.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Staff Member

Triggers when there is a new staff member created.

Actions

Create Paid Invoice

Create a new invoice and mark it as paid.

Create Time Entry

Creates a new time entry on a task

Create Invoice

Create an invoice, and optionally send it.

Create Estimate

Given a Client, create a new Estimate for them inside Freshbooks.

Send Invoice

Given an invoice ID, send an invoice by email or snail mail.

Create Task

Create a new task automatically.

Create Project

Create a new project automatically.

Create Product (Item)

Create a new product (called an Item) inside Freshbooks.

Create Client

Create a new client automatically.

Create Invoice

Create an invoice, and optionally send it (with line item support).

Create Expense

Creates a new expense