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FreshBooks (Preview)

FreshBooks is a cloud based small business accounting software. Send invoices, track time, manage receipts and expenses.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Microsoft
URL Microsoft LogicApps Support
Microsoft Power Automate Support
Microsoft Power Apps Support
Connector Metadata
Publisher Microsoft
Website https://www.freshbooks.com/
Privacy policy https://www.freshbooks.com/policies/privacy

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds
Frequency of trigger polls 1 60 seconds

Actions

Add new client

This operation creates a new client in your account. At least one field of the client (i.e. first name, last name, organization, email, etc) must be specified otherwise the operation will fail.
Create new expense

This operation creates a new expense in your account.
Delete expense

This operation is used to delete an existing expense from your account.
List expenses

Retrieves a list of all your expenses.
Update expense

This operation is used to update an existing expense in your account.

Add new client

Operation ID:
AddClient

This operation creates a new client in your account. At least one field of the client (i.e. first name, last name, organization, email, etc) must be specified otherwise the operation will fail.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.
First Name
 fname string
Last Name
 lname string
Organization
 organization string
Email Address
 email string
Phone Number
 bus_phone string
Currency
 currency_code string

3-letter currency code.
Street Address 1
 p_street string
Street Address 2
 p_street2 string
City
 p_city string
Postal Code
 p_code string
Country
 p_country string
Province
 p_province string

Returns

Body
Client

Create new expense

Operation ID:
AddExpense

This operation creates a new expense in your account.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.
Amount
 amount True string
Currency
 code string

3-letter currency code.
Category
 categoryid True integer

Pick an expense category.
Staff
 staffid True integer

Pick the staff member to expense.
Date
 date True string

YYYY-MM-DD or ISO format datetime.
Vendor
 vendor string

Pick a vendor to expense.
Notes
 notes string

Returns

Body
Expense

Delete expense

Operation ID:
DeleteExpense

This operation is used to delete an existing expense from your account.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.
Expense Id
 expenseid True string

Unique Id of the expense.

List expenses

Operation ID:
ListExpenses

Retrieves a list of all your expenses.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.

Returns

Array of expenses.

Items
ExpenseList

Update expense

Operation ID:
UpdateExpense

This operation is used to update an existing expense in your account.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.
Expense Id
 expenseid True string

Unique Id of the expense.
Amount
 amount string
Currency
 code string

3-letter currency code.
Category
 categoryid integer

Pick an expense category.
Staff
 staffid integer

Pick the staff member to expense.
Date
 date string

YYYY-MM-DD or ISO format datetime.
Vendor
 vendor string

Pick a vendor to expense.
Notes
 notes string

Triggers

When a payment is recorded or updated

Triggers when a new payment is recorded or an existing one is updated.
When an expense is created or updated

Triggers when a new expense is created or an existing one is updated.
When an invoice is created or updated

Triggers when a new invoice is created or an existing one is updated.

When a payment is recorded or updated

Operation ID:
TrigUpdatedPayment

Triggers when a new payment is recorded or an existing one is updated.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.

Returns

Body
Payment

When an expense is created or updated

Operation ID:
TrigUpdatedExpense

Triggers when a new expense is created or an existing one is updated.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.

Returns

Body
Expense

When an invoice is created or updated

Operation ID:
TrigUpdatedInvoice

Triggers when a new invoice is created or an existing one is updated.

Parameters

Name Key Required Type Description
Account
 accountid True string

Id of expense account.

Returns

Body
Invoice

Definitions

ExpenseList

Array of expenses.

Name Path Type Description
Items
 Expense

Expense

Name Path Type Description
Expense ID
 id integer

Unique to this business id for expense.
Markup Percent
 markup_percent string

Decimal, percent to mark expense up.
Project Id
 projectid integer

Id of related project, if applicable.
Client Id
 clientid integer

Id of related client, if applicable.
Tax Percent 1
 taxPercent1 string

Decimal, first tax percent.
Tax Name 1
 taxName1 string

Name of first tax.
First task amount
 taxAmount1.amount string

Amount of first tax.
First tax currency code
 taxAmount1.code string

3-letter currency code.
Tax Percent 2
 taxPercent2 string

Decimal, second tax percent.
Tax Name 2
 taxName2 string

Name of second tax.
Second tax amount
 taxAmount2.amount string

Amount of second tax.
Second tax currency code
 taxAmount2.code string

3-letter currency code.
Invoice Id
 invoiceid integer

Id of related invoice, if applicable.
Status
 status integer

Value from the expense status table.
Bank Name
 bank_name string

Name of bank expense was imported from, if applicable.
Vendor
 vendor string

Name of vendor.
Has Receipt
 has_receipt boolean

True if the receipt is attached.
External System Id
 ext_systemid integer

Id of related contractor system, if applicable.
Date
 date string

Date of the expense.
Transaction Id
 transactionid string

Id of related transaction, if applicable.
Notes
 notes string

Expense notes.
Account Name
 account_name string

Name of related account, if applicable.
Amount
 amount.amount string

Decimal value.
Currency Code
 amount.code string

3-letter currency code.
Compounded Tax
 compounded_tax boolean

True if tax 2 was a compounded tax.
Account Id
 accountid string

Id of expense account, if applicable.

Invoice

Name Path Type Description
Invoice ID
 id integer

Unique-to-this-system invoice id.
Invoice Number
 invoice_number string

User-specified and visible invoice id.
Account ID
 accountid string

Unique id for system.
3-letter currency code
 currency_code string

Three-letter currency code for invoice.
Invoice status
 v3_status string

Invoice status.
Description
 description string

Description of first line of invoice.
Notes
 notes string

Notes listed on invoice.
Two-letter language code
 language string

Two-letter language code of the invoice.
Customer ID
 customerid integer

Unique-to-this-system client-id.
Organization invoiced
 organization string

Name of organization being invoiced.
Customer First Name
 fname string

First name of the client on invoice.
Customer Last Name
 lname string

Last name of the client on invoice.
Invoice create date
 create_date string

Date invoice was created, YYYY-MM-DD format.
Invoice due date
 due_date string

Date invoice is marked as due by, YYYY-MM-DD format.
Last Updated
 updated string

Time invoice was last updated, YYYY-MM-DD HH:MM:SS format.
Create Date
 created_at string

Time invoice was created, YYYY-MM-DD HH:MM:SS format.
Invoice paid date
 date_paid string

Date invoice was fully paid, YYYY-MM-DD format.
Payment Status
 payment_status string

Description of payment status. One of 'unpaid', 'partial', 'paid', and 'auto-paid'.
Invoice Amount
 amount.amount string

Total amount of invoice, to two decimal places.
Amount Paid
 paid.amount string

Amount paid on invoice, to two decimal places.
Outstanding Amount
 outstanding.amount string

Amount outstanding on invoice, to two decimal places.
Discount Amount
 discount.amount string

Amount of discount, to two decimal places.
Email
 client.email string

Client's email.

Payment

Name Path Type Description
Payment ID
 id integer

Unique-to-this-system payment id.
Payment Type
 type string

Type of payment - Cash, check, credit
Note
 note string

Notes listed on the payment.
Payment date
 date string

Date the payment was made, YYYY-MM-DD format.
Customer ID
 clientid integer

Unique-to-this-system client-id.
Invoice Amount
 amount.amount string

Total amount of the payment, to two decimal places.
3-letter currency code
 amount.code string

Three-letter currency code.
Account ID
 accounting_systemid string

Unique id for business.
Invoice ID
 invoiceid integer

ID of the related invoice.
First Name
 client.fname string

Client's first name.
Last Name
 client.lname string

Client's last name.
Email
 client.email string

Client's email.
Username
 client.username string

Username used by client to log in.
Organization
 client.organization string

Name of client's business.

Client

Name Path Type Description
First Name
 response.result.client.fname string

Client's first name.
Last Name
 response.result.client.lname string

Client's last name.
Fa Number
 response.result.client.fax string

Client's fax number.
VAT Number
 response.result.client.vat_number string

Value added tax number.
VAT Name
 response.result.client.vat_name string

Value added tax name.
Client Id
 response.result.client.id integer

Unique to this business id for client.
Province
 response.result.client.s_province string

Shipping address.
Country
 response.result.client.s_country string

Shipping address.
City
 response.result.client.s_city string

Shipping address.
Street
 response.result.client.s_street string

Shipping address.
Street 2
 response.result.client.s_street2 string

Shipping address.
Postal Code
 response.result.client.s_code string

Shipping address.
Note
 response.result.client.note string

Notes kept by admin about client.
Mobile Phone
 response.result.client.mob_phone string

Mobile phone number.
Home Phone
 response.result.client.home_phone string

Home phone number.
Company Industry
 response.result.client.company_industry string

Description of industry client is in.
Email
 response.result.client.email string

Client's email.
Username
 response.result.client.username string

Username used by client to log in.
Province
 response.result.client.p_province string

Billing address.
Country
 response.result.client.p_country string

Billing address.
City
 response.result.client.p_city string

Billing address.
Street
 response.result.client.p_street string

Billing address.
Postal Code
 response.result.client.p_code string

Billing address.
Street 2
 response.result.client.p_street2 string

Billing address.
Phone
 response.result.client.bus_phone string

Billing address.
Size
 response.result.client.company_size string

Billing address.
System Id
 response.result.client.accounting_systemid string

Unique identifier of business client exists on.
Language
 response.result.client.language string

Shortcode indicating user language.
Organization
 response.result.client.organization string

Name for client's business.
Currency Code
 response.result.client.currency_code string

3-letter shortcode for preferred currency.