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Integration Service User Guide
Automation CloudAutomation Cloud Public Sector
Last updated Nov 6, 2024

About the Freshbooks connector

Freshbooks is a customer relationship management platform noted for its powerful features that enable customers to relate stronger with their customers, boost conversations, and improve revenues based on multiple interaction channels.

Authentication

Before automating processes, you need to establish a connection with your Freshbooks instance. Step-by-step instructions are available in the Freshbooks authentication page.

Events

The Freshbooks connector supports events via polling. More information about the events supported for the Freshbooks connector is available in the Freshbooks events page.

Activity package

You can use the connection to enable the Freshbooks activities in UiPath® Studio and build automations for the entire Freshbook capabilities suite. This allows you to execute create, read, update, and delete operations on your Freshbooks objects.

  • Authentication
  • Events
  • Activity package

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