FreshBooks, Initiative CRM, Email Integrations

Email
FreshBooks
Initiative CRM
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Triggers

Initiative CRM

Watch Records

Triggers when a record is created or updated.

Email

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

Actions

FreshBooks

Create a Client

Creates a client.

FreshBooks

Create an Estimate

Creates estimates.

FreshBooks

Create an Invoice

Creates a new invoice.

FreshBooks

Create an Item

Creates an item.

FreshBooks

Create a Service

Creates a service.

FreshBooks

Make an API Call

Performs an arbitrary authorized API call.

FreshBooks

Update a Client

Updates a client by ID.

FreshBooks

Update an Invoice

Updates an invoice by ID

FreshBooks

Update an Item

Updates an existing item

FreshBooks

Update a Service

Updates service by ID.

Initiative CRM

Create a Record

Creates a new record.

Initiative CRM

Delete a Record

Deletes a record.

Initiative CRM

Get a Record

Return the data of a specified record of selected module.

Initiative CRM

Make an API Call

Performs an arbitrary authorized API call.

Initiative CRM

Update a Record

Updates an existing record.

Email

Copy an Email

Copies an email or a draft into a selected folder.

Email

Create a Draft

Creates and adds a new draft to a selected folder.

Email

Delete an Email

Removes an email or a draft from a selected folder.

Email

Get Emails

Returns emails that match the specified criteria.

Email

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Move an Email

Moves a chosen email or a draft to a selected folder.

Email

Send an Email

Sends a new email.

Email

Send me an Email

Sends a new email to your email address.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

FreshBooks

Search a Client

Searches for a client.

FreshBooks

Search an Estimate

Searches estimates.

FreshBooks

Search an Invoice

Returns invoices by filter

FreshBooks

Search an Item

Searches items

FreshBooks

Search a Service

Searches services.

Initiative CRM

Search Records

Retrieves the records of the selected module that match the specified criteria.