FreshBooks - Create a client

Important: This connector and its actions have been removed from Nintex Workflow and can now be found in Nintex Gallery.

Use the FreshBooks - Create a client action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to create a new client in FreshBooks.

For more information about FreshBooks, go to FreshBooks.

Before you begin: 

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Configure the FreshBooks - Create a client action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  1. Select a Connection. If you do not have a connection, see Add a connection.
  1. Select the Account role.
  2. Specify the client's Email address.
  3. Specify the client's First name.
  4. Specify the client's Last name.

  5. Specify billing address, shipping address, and additional details.

  6. Create or select a variable for the output.

For more information on all the required and optional configuration fields, go to FreshBooks - Create a client action fields and settings.

FreshBooks - Create a client action fields and settings

Section

Field

Description

Variable types

(Unlabeled)

Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.

The FreshBooks connection to use to create a new client.

To refresh the available connections, click .

(n/a)
  Account role Accounting system identifier. Text, Decimal, Integer, Boolean, DateTime, Collection
  Email address The client's email address. Text, Decimal, Integer, Boolean, DateTime, Collection
  First name The client's first name. Text, Decimal, Integer, Boolean, DateTime, Collection
  Last name The client's last name. Text, Decimal, Integer, Boolean, DateTime, Collection
Billing address Address line 1 Billing street address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Address line 2 Billing street address, second part. Text, Decimal, Integer, Boolean, DateTime, Collection
  City The city for the client's billing address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Province The province for the client's billing address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Country The country of the client's billing address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Postal code The postal code of the client's billing address. Text, Decimal, Integer, Boolean, DateTime, Collection
Shipping address Address line 1 Shipping street address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Address line 2 Shipping street address, second part. Text, Decimal, Integer, Boolean, DateTime, Collection
  City The city for the client's shipping address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Province The province for the client's shipping address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Country The country for the client's shipping address. Text, Decimal, Integer, Boolean, DateTime, Collection
  Postal code The postal code for the client's shipping address. Text, Decimal, Integer, Boolean, DateTime, Collection
Additional details User role The client's identifier. Text, Decimal, Integer, Boolean, DateTime, Collection
  Organization The name for the client's business. Text, Decimal, Integer, Boolean, DateTime, Collection
  Home phone The client’s home phone number. Text, Decimal, Integer, Boolean, DateTime, Collection
  Mobile phone The client’s mobile or cell number. Text, Decimal, Integer, Boolean, DateTime, Collection
  Business phone The client’s business phone number. Text, Decimal, Integer, Boolean, DateTime, Collection
  Note Notes about the client. Text, Decimal, Integer, Boolean, DateTime, Collection
  VAT name The Value Added Tax name. Text, Decimal, Integer, Boolean, DateTime, Collection
  Client status Visibility status: Active, Deleted, or Archived. Text, Decimal, Integer, Boolean, DateTime, Collection
  Currency The client’s preferred currency. Use the 3-letter shortcode for preferred currency if using a variable. Text, Decimal, Integer, Boolean, DateTime, Collection
  Language The client's preferred language. Use the 2-letter shortcode indicating user language, e.g., “en” if using a variable. Text, Decimal, Integer, Boolean, DateTime, Collection
Output Client

Stores the result of the action as an object. See FreshBooks - Client API for information on these values.

The following values are returned:

  • Response: (Object)
    • Result: (Object)
      • Client: (Object)
        • ID: (Text)
        • Email address: (Text)
        • Accounting system ID: (Text)
        • Allow late fees: (Boolean)
        • Allow late notifications: (Boolean)
        • Business phone number: (Text)
        • Company industry: (Text)
        • Company size: (Integer)
        • Currency code: (Text)
        • Fax number: (Text)
        • Full name: (Text)
        • Last name: (Text)
        • Has retainer: (Text)
        • Home phone: (Text)
        • Language: (Text)
        • Last client activity action: (Text)
        • Last login time: (Text)
        • Level: (Integer)
        • Mobile phone: (Text)
        • Note: (Text)
        • Notified: (Boolean)
        • Number of logins: (Integer)
        • Organization: (Text)
        • Billing city: (Text)
        • Billing code: (Text)
        • Billing country: (Text)
        • Billing province: (Text)
        • Billing address line 1: (Text)
        • Billing address line 2: (Text)
        • Prefer email address: (Boolean)
        • Prefer ground mail address: (Boolean)
        • Retainer ID: (Text)
        • Role: (Text)
        • Shipping city: (Text)
        • Shipping code: (Text)
        • Shipping country: (Text)
        • Shipping province: (Text)
        • Shipping address line 1: (Text)
        • Shipping address line 2: (Text)
        • Sign up date: (Date)
        • Statement token: (Text)
        • Subdomain: (Text)
        • Update: (Date)
        • User ID: (Integer)
        • Username: (Text)
        • Tax name: (Text)
        • Tax number: (Text)
        • Visibility state: (Integer)
 Object