Integrate Salesforce with FreshBooks

  2. Channels
  3. Salesforce
  4. FreshBooks

Salesforce

CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

FreshBooks

The fastest way to invoice clients, track time & run your small business in the cloud.

salesforce.com
freshbooks.com
crm tier-1
accounting time-tracking tier-2
Salesforce AppExchange Logo

Bulk Operations

  • Bulk Insert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

  • Bulk Upsert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

Objects

  • Object ID
    —

  • Object Created

    Triggers when a new object is created in Salesforce. Only objects queryable by the user are shown.

  • Object Updated

    Triggers when an object is updated in Salesforce. Only objects queryable by the user are shown.

  • Object Deleted

    Triggers when an object is deleted in Salesforce. Only objects queryable by the user are shown.

  • Create an Object

    Creates an object in Salesforce. Custom fields and custom objects are also supported. Only object types creatable by the user are shown.

  • Update an Object

    Updates a Salesforce object. Custom fields and custom objects are also supported. Only object types updatable by the user are shown.

  • Delete an Object

    Deletes a Salesforce object. Custom objects are also supported. Only object types deletable by the user are shown.

  • Get an Object by ID

    Get a Salesforce object by ID

  • Query Single Object

    Get a single Salesforce object by SOQL query.

  • Upsert Object

    Updates or Inserts object based on an external ID. If the External ID is present in Salesforce then the object is updated, otherwise it is created.

  • Fetch a Linked Object

    Fetches a linked object.

  • Look Up Object

  • Generic SOQL Query

    ADVANCED: Gives you a full freedom to execute an SOQL query. Each result contains a field named attributes which contains the raw attributes as returned buy Salesforce Rest API.The pipe is a low-level interface to Salesforce API. It does not provide schema info, so you will have to run it once to see what results look like. HINT you can add LIMIT 1 to your query, to fetch just one result while testing.

  • Search Objects (SOQL)

    Search for objects in Salesforce using Salesforce Object Query Language (SOQL). Only object types queryable by the user are shown. The query sent to Salesforce is SELECT <ALL FIELDS> FROM <Object Type> WHERE <Query>.

  • Search Objects (SOSL)

    Search for objects in Salesforce using Salesforce Object Search Language (SOSL). Only object types searchable by the user are shown. Always searches in all fields. The query sent to Salesforce is FIND {<Query>} RETURNING <Object Type>(<ALL FIELDS>). If the Search Type is sosl you can use queries like map* AND NOT paper. For the text option input is automatically escaped so that you don’t have to worry about escaping special SOSL characters, like { and *.

Clients

  • ID
    —
    First Name
    —
    Last Name
    —
    Organization
    —
    Email
    —
    Username
    —
    Home Phone
    —
    Mobile
    —
    Work Phone
    —
    Fax
    —
    Vat Name
    —
    Vat Number
    —
    Primary Street 1
    —
    Primary Street 2
    —
    Primary City
    —
    Primary State
    —
    Primary Country
    —
    Primary ZIP Code
    —
    Secondary Street 1
    —
    Secondary Street 2
    —
    Secondary City
    —
    Secondary State
    —
    Secondary Country
    —
    Secondary ZIP Code
    —
    Notes
    —
    Language
    —
    Currency Code
    —
    Folder
    —
    Client View Link
    —
    View Link
    —
    Statement Link
    —
    Updated At
    —

  • Client Created or Updated

    Triggers when a Client is updated in the selected account.

  • Create a Client

    Creates a new Client.

  • Update a Client

    Updates the selected Client.

  • Delete a Client

    Deletes the selected Client.

  • Fetch a Linked Client

    Fetches a linked client.

  • Search Clients

    Searches for Clients in the selected account and returns a list.

Invoices

  • ID
    —
    Client
    —
    Number
    —
    Lines
    —
    Estimate
    —
    Po Number
    —
    Date
    —
    Status
    —
    Amount
    —
    Discount Percent
    Write a percent number (20 for 20% discount)
    Paid
    —
    Amount Outstanding
    —
    Notes
    —
    Terms
    —
    Return Uri
    A URL link presented when customer pays. For example: https://example.com/thank-you-for-paint.html.
    Currency Code
    —
    Language
    —
    Vat Name
    —
    Vat Number
    —
    Folder
    —
    Organization
    —
    First Name
    —
    Last Name
    —
    P Street1
    —
    P Street2
    —
    P City
    —
    P State
    —
    P Country
    —
    P Code
    —
    Client View Link
    —
    View Link
    —
    Edit Link
    —
    Download PDF Link
    —
    Created At
    —
    Updated At
    —

  • Invoice Created

    Triggers when a new Invoice is created in the selected account.

  • Invoice Updated

    Triggers when a Invoice is updated in the selected account.

  • Create an Invoice

    Creates a new Invoice.

  • Update an Invoice

    Updates the selected Invoice.

  • Delete an Invoice

    Deletes the selected Invoice.

  • Send Invoice by Email

    Sends Invoice by Email

  • Fetch a Linked Invoice

    Fetches a linked invoice.

  • Search Invoices

    Searches for Invoices in the selected account and returns a list.