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FreshBooks integration
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
Connect FreshBooks to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.
What you can do with FreshBooks
Ask in plain language and Xenition calls the right one:
- Create Webhook — Register a new webhook callback for a FreshBooks account. Webhooks notify your application when specified events occur (e.g., when invoices are created, clients are updated, or payments are received). **Prerequisites:** Obtain a valid account_id using the List Businesses action first. **Important Notes:** - FreshBooks implements a verification mechanism to ensure you own the callback URI. The 'ver
- Delete Webhook — Delete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.
- Get Business Users — Retrieves staff identities and members for a specific FreshBooks business. This action returns detailed information about all staff members (owners, admins, employees) in a business group, including their roles, email addresses, and active status. Use this to discover team members before assigning time entries or tasks.
- List Businesses — List all businesses associated with the authenticated user. This action retrieves business membership information from the FreshBooks Identity endpoint, showing all businesses the user has access to along with their role in each business. The business_id from this response is required for many other FreshBooks API calls.
- List Clients — Retrieves all clients for a FreshBooks account. Clients are entities you send invoices to. Supports pagination, filtering by email/user ID/visibility state, sorting, and includes optional balance data (outstanding, credit, draft, overdue).
- List Journal Entries — Retrieves all journal entries for a FreshBooks business account. Journal entries are the building blocks of financial accounting, recording all business transactions including invoices, payments, credits, and expenses. Use this action to get a comprehensive view of your accounting records.
- List Projects — Retrieves all projects associated with a FreshBooks business account. This action returns a paginated list of projects with comprehensive details including client information, billing rates, budget, completion status, team members, and associated services. Use this to discover available projects before performing project-specific operations. **Prerequisites:** Obtain a valid business_id using the
- List Webhooks — List all webhook callbacks registered for a FreshBooks account. Webhooks notify your application when events occur (e.g., invoice creation, payment received). Use this to discover what webhook callbacks are currently active for an account before creating or managing webhook subscriptions.
- Register as a New User — Register a new user account in FreshBooks. Returns an access token upon successful registration. Use this action when you need to create a new FreshBooks user account programmatically with their business information.
- Update Webhook — Update or verify a FreshBooks webhook callback. Use this to verify a newly created webhook by providing the verification code, or to request a new verification code be sent to the callback URI. **Prerequisites:** You need the account_id (from List Businesses as business_uuid) and callback_id (from webhook creation). **Use Cases:** - Verify a webhook after creation by providing the verifier code re
Give an agent access to FreshBooks
An agent you create can use FreshBooks on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your FreshBooks account without you agreeing to it.
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Frequently asked questions
How do I connect FreshBooks to Xenition?
Open the connectors directory in Xenition, find FreshBooks, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.
What can Xenition do with FreshBooks?
Xenition can run 10 different FreshBooks actions, including Create Webhook, Delete Webhook, Get Business Users. You ask in plain language and the right one is called for you.
Can an agent use FreshBooks on my behalf?
Yes. Agents can use FreshBooks while you do something else, and every action passes through an approval gate before it runs.
Is there a free plan?
Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.