How Does Adeptia’s FreshBooks Connector Work?
Adeptia Connect allows you to connect and integrate FreshBooks with any business application. Our platform allows you to:
- Choose from a library of shared connections or create your own connection through a wizard and get started in minutes.
- Sync FreshBooks data such as Payments, Accounts, Invoices, Clients, Invoices and other objects to and from your Databases, ERP, CRM, and Marketing platforms.
- Graphically map FreshBooks data to any other data format in minutes.
- Sync FreshBooks data with third-party APIs.
- Sync Accounts, Clients, Contacts with Salesforce or FreshBooks.
- Sync FreshBooks with on-premise applications or databases via Secure Agent.
- There are many more FreshBooks integrations available out-of-the-box in Adeptia Connect.
Details
FreshBooks integrations in Adeptia Connect consist of two important components, Triggers and Actions.
Triggers are used when FreshBooks is your “Source” application and you want to sync-up data from FreshBooks to your target system.
Actions are used when FreshBooks is your “Target” application and you want to sync-up data from another business system into this application.
For more application connectors, click here.
Triggers
Setting up of triggers allows you to sync-up FreshBooks data objects with any application. When any event in FreshBooks occurs such as creation of a new Expense, updating of a Payment or creating a new Invoice then the Trigger would automatically kick-off the related connection to sync-up this data with your target application.
User simply selects the Trigger from a drop-down list as shown in the image here.
Actions
An Action specifies how the data will be transferred at the destination location. While configuring FreshBooks as a target, you can select an Action from the list. Here is a snapshot of the drop-down menu that lists all the Actions.
Connections
Here are some of the popular FreshBooks connections in use.
