FreshBooks
Important: This connector and its actions have been removed from Nintex Automation Cloud and can now be found in Nintex Gallery.
FreshBooks is accounting software operated by 2ndSite Inc. primarily for small and medium-sized businesses. It is a web-based software as a service model that can be accessed through a desktop or mobile device. The company was founded in 2003 and is based in Toronto, Canada.
For more information on FreshBooks, see the company website.
In the context of Nintex Automation Cloud, FreshBooks is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..
The FreshBooks connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for FreshBooks actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process.. Use FreshBooks actions to create and retrieve clients.
Create a FreshBooks connection
Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.
Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.
Complete the following fields when creating the connection:
|
In this field |
Select or enter the following |
|---|---|
| Connection name | A name for your new connection |
| Client ID | The client ID. You can find this on your Developer Portal page. |
| Client secret | The client secret. You can find this on your Developer Portal page. |
FreshBooks account requirements
- The account you use to create a connection for FreshBooks is the account that has access to the FreshBooks actions.
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You must create an app in FreshBooksDeveloper Portal, See Authenticating with OAuth 2.0 for the steps to create the app.
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You need the app's client ID, and client secret. You can find them on your Developer Portal page.