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Customize your AscentERP and FreshBooks integration with the following
triggers and actions.
Triggers
When this happens…
AscentERP
- Object createdObject created in AscentERP
- Daily object reviewDaily Object review in AscentERP
- Object created/updatedObject created/updated in AscentERP
Any other trigger you can think up
FreshBooks
- New/updated clientNew/updated client in FreshBooks
- New/updated estimateNew/updated estimate in FreshBooks
- New/updated invoiceNew/updated invoice in FreshBooks
- New/updated paymentNew/updated payment in FreshBooks
Any other trigger you can think up
Actions
Do this…
AscentERP
- Custom actionCustom action in AscentERP (Custom)
- Create objectCreate object in AscentERP
- Get related objects BatchGet related object list in AscentERP
- Search objects BatchSearch for objects in AscentERP
- Update objectUpdate object in AscentERP
Any other action you can think up
FreshBooks
- Add line item to invoiceAdd line item to invoice in FreshBooks
- Create clientCreate client in FreshBooks
- Create expenseCreate an expense in FreshBooks
- Create invoiceCreate invoice in FreshBooks
- Create itemCreate item in FreshBooks
- Get client details by IDGet client details in FreshBooks
- Get item details by IDGet item details in FreshBooks
- Search staff membersSearch for staff member in FreshBooks
- Make paymentMake payment in FreshBooks
- Search a client by email/usernameSearch a client by email/username in FreshBooks
- Update clientUpdate client in FreshBooks
Any other action you can think up
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