ActionFreshBooksUpdated June 2026

How do I add a client to FreshBooks?

Short answer: You can create freshbooks client in FreshBooks by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the FreshBooks Create FreshBooks Client action to a workflow, map its 5 inputs from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.

Create FreshBooks Client in FreshBooks — start free
Inputs

The fields this action accepts.

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

FieldTypeRequiredDescription
First Name
fname
stringOptional
Last Name
lname
stringOptional
Organization
organization
stringOptional
Email
email
stringRequiredThe email address. Used as the recipient or identifier depending on context.
Currency
currency_code
stringOptional
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.

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. TinyCommand handles FreshBooks's rate limits automatically so you don't have to throttle manually.
More actions

Other FreshBooks actions.

Action
Create FreshBooks Invoice
Creates a draft invoice for an existing client with line items and tax. Set send_email=true to auto-deliver immediately. For "project complete → auto-invoice" workflows.
Action
List FreshBooks Invoices
Paginated invoices with status/date filters. Useful for "monthly revenue rollup", "overdue invoices reminder", or sync-to-warehouse reporting workflows.
Create FreshBooks Client in FreshBooks — start free