FreshBooks and Veeva CRM integrations and automations

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Customize your FreshBooks and Veeva CRM integration with the following triggers and actions.

Triggers

When this happens…

FreshBooks

New/updated client
New/updated client in FreshBooks
New/updated estimate
New/updated estimate in FreshBooks
New/updated invoice
New/updated invoice in FreshBooks
New/updated payment
New/updated payment in FreshBooks

Any other trigger you can think up

Veeva CRM

Object created
Object created in Veeva CRM
Daily object review
Daily Object review in Veeva CRM
Object created/updated
Object created/updated in Veeva CRM

Any other trigger you can think up

Actions

Do this…

FreshBooks

Add line item to invoice
Add line item to invoice in FreshBooks
Create client
Create client in FreshBooks
Create expense
Create an expense in FreshBooks
Create invoice
Create invoice in FreshBooks
Create item
Create item in FreshBooks
Get client details by ID
Get client details in FreshBooks
Get item details by ID
Get item details in FreshBooks
Search staff members
Search for staff member in FreshBooks
Make payment
Make payment in FreshBooks
Search a client by email/username
Search a client by email/username in FreshBooks
Update client
Update client in FreshBooks

Any other action you can think up

Veeva CRM

Custom action
Custom action in Veeva CRM (Custom)
Create object
Create object in Veeva CRM
Get related objects Batch
Get related object list in Veeva CRM
Search objects Batch
Search for objects in Veeva CRM
Update object
Update object in Veeva CRM

Any other action you can think up

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