FreshBooks

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 Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores..

The FreshBooks connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for FreshBooks actions A tool for building the processes, logic, and direction within workflows.. 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.

• You must create an app in FreshBooksDeveloper Portal, See Authenticating with OAuth 2.0 for the steps to create the app.

• You need the app's client ID, and client secret. You can find them on your Developer Portal page.