ActionFreshBooksUpdated September 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.
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.
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 run history shows the failed step with its input and the error message FreshBooks returned, so you can fix the input and run the workflow again. Automatic retries are built into HTTP steps only, where you can also set your own retry count and delay.
Does Create FreshBooks Client support batch operations?
Run Create FreshBooks Client inside a loop to process each item in an array. TinyCommand does not throttle calls for you, so for large arrays add a Delay step if you need to stay within FreshBooks's rate limits.
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.
ActionList FreshBooks Invoices
Paginated invoices with status/date filters. Useful for "monthly revenue rollup", "overdue invoices reminder", or sync-to-warehouse reporting workflows.