ActionFreshBooksUpdated May 2026

How do I add a client to FreshBooks?

Short answer: Drop the "FreshBooks → Create FreshBooks Client" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 3 FreshBooks actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
First Name fname	string	Optional	—
Last Name lname	string	Optional	—
Organization organization	string	Optional	—
Email email	string	Required	The email address. Used as the recipient or identifier depending on context.
Currency currency_code	string	Optional	—

Sample request

{
  "fname": "{{trigger.fname}}",
  "lname": "{{trigger.lname}}",
  "organization": "{{trigger.organization}}",
  "email": "e.g. user@example.com",
  "currency_code": "{{trigger.currency_code}}"
}

Returns

{
  "response": {
    "result": {
      "client": {
        "id": 12345,
        "email": "jane@x.com",
        "organization": "Acme"
      }
    }
  }
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create FreshBooks Client.

Any of these apps can fire this action as part of a workflow.

Google Sheets → FreshBooks

2 Google Sheets triggers

HubSpot → FreshBooks

18 HubSpot triggers

FAQ

Questions about Create FreshBooks Client.

What does the Create FreshBooks Client action do in FreshBooks?

Creates a customer record with name, email, billing address, currency. The standard hook for "new sale → add client to FreshBooks before invoicing" workflows.

What inputs does Create FreshBooks Client require?

Required: Email. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if FreshBooks returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create FreshBooks Client support batch operations?

Yes. Run Create FreshBooks Client inside a Loop node to process arrays. Tiny Command handles FreshBooks's rate limits automatically so you don't have to throttle manually.

More actions