Freshbooks connector icon

Freshbooks Integrations

FreshBooks is a cloud-based accounting software for small and medium businesses.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Freshbooks connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Freshbooks, so you can provide in-app Freshbooks integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Freshbooks Integrations

Quickly create integrations between your SaaS application and Freshbooks with Cyclr's low code integration builder. Publish your Freshbooks integration into your application using Cyclr's white label embedded integration marketplace.

Accounting

  • Synchronise accounting information from multiple systems to create a single source of truth.
  • Keep invoicing information up to date with data from external business systems.

ORCHESTRATION

How Freshbooks works with Cyclr

Cyclr sits between your SaaS product and Freshbooks to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Freshbooks

    Freshbooks processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Freshbooks methods you can orchestrate through Cyclr.

Clients5

Create Client

Action

Create a new client record.

List Clients

Action

Get a list of all clients.

Update Client

Action

Update an existing client record.

List Updated Clients

Action

Get a list of all clients updated since the last run time.

Get Client

Action

Get a single client record.

Gateways2

List Gateways

Action

Get a list of all gateways.

Delete Gateway

Action

Delete a gateway.

Payments5

Create Payment

Action

Create a single payment recod.

Update Payment

Action

Update a single payment record.

List Updated Payments

Action

Get a list of all payment records updated after the last run time.

Delete Payment

Action

Delete a payment record.

Get Payment

Action

Get a single payment record.

Taxes5

Create Tax

Action

Create a single tax.

List Taxes

Action

Get a list of all taxes.

Get Single Tax

Action

Get the details of a tax.

Update Tax

Action

Update an existing tax.

Delete Tax

Action

Delete a tax.

Staff4

Delete Staff Member

Action

Delete a single staff member record.

Update Staff Member

Action

Update a single staff member record.

Get Staff Member

Action

Get a single staff member record.

List Staff Members

Action

Get a list of all staff members.

Expenses6

List Expenses

Action

Get a list of all expenses.

Create Expense

Action

Create an expense.

Delete Expense

Action

Delete an expense.

List Updated Expenses

Action

Get a list of all expenses updated after the last run time.

Get Expense

Action

Get a single expense record.

Update Expense

Action

Update an existing expense.

Time Entries5

List Time Entries

Action

Get a list of all time entries.

List Time Entries For Given Date

Action

Get a list of time entries within a range of dates.

List New Time Entries

Action

Get new time entries since the last run time.

Create Time Entry

Action

Create a new time entry.

Update Time Entry

Action

Update an existing time entry.

Projects5

Delete Project

Action

Delete a project.

List Projects

Action

Get a list of all projects.

Update Project

Action

Update an existing project.

Get Project

Action

Get a project.

Create Project

Action

Create a project.

Invoices8

Create Invoice

Action

Create an invoice.

Delete Invoice

Action

Delete an invoice.

List Invoices

Action

Get a list of all invoices.

List Updated Invoices

Action

Get a list of all invoices updated after the last run time.

List Invoices By Client ID

Action

Get a list of all invoices associated with a given client/customer ID.

Get Invoice

Action

Get a single invoice record.

Update Invoice

Action

Update an invoice.

Send Invoice by Email

Action

Get a single invoice record.

Invoice Profiles5

List Invoice Profiles

Action

Get a list of all invoice profiles.

Create Invoice Profile

Action

Create an invoice profile.

Update Invoice Profile

Action

Update an existing Invoice Profile.

Get Invoice Profile

Action

Get an invoice profile.

Delete Invoice Profile

Action

Delete an invoice profile.

Tasks6

List Updated Tasks

Action

Get a list of all tasks updated after the last run time.

Create Task

Action

Create a new task.

Get Task

Action

Get the details of a task.

Update Task

Action

Update an existing task.

Delete Task

Action

Delete a task.

List Tasks

Action

Get a list of all tasks.

Attachments1

Upload Attachment

Action

Upload an attachment.

Estimates5

Get Estimate

Action

Gets a single estimate.

List Updated Estimates

Action

Get a list of all estimates updated after the last run time.

List Estimates

Action

Get a list of all estimates.

Create Estimate

Action

Create an estimate.

Update Estimate

Action

Update an existing estimate.

Other Income5

Update Other Income Item

Action

Update an other income item.

Delete Other Income Item

Action

Delete an other income item.

List Other Income Items

Action

Get a list of all other income items.

Get Other Income Item

Action

Get a single other income item.

Create Other Income Item

Action

Create an other income item.

Identity1

Get Identity

Action

Must be run in order to obtain Account and Business IDs.

Systems1

Get System

Action

Get a system.

TECHNICAL DETAILS

Freshbooks integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Freshbooks integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Freshbooks Connector Documentation

Read more →Resource

Accounting Integrations: Keep your Financial Data Flowing

Read more →Resource

What is iPaaS?

Read more →

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