FreshBooks + Stream Deck
accounting · proposal-&-invoice-management · 0 triggers · 10 actions
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management. Add FreshBooks to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- One Stream Deck press
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use FreshBooks
Add FreshBooks to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Steps your workflow can perform in FreshBooks.
Create Webhook
Register a new webhook callback for a FreshBooks account. Webhooks notify your application when specified events occur (e.g., when invoices are created, clients are updated, or payments are received). Prerequisites: Obtain a valid account_id using the List Businesses action first. Important Notes: - FreshBooks implements a verification mechanism to ensure you own the callback URI. The 'verified' field will initially be false. - Your webhook endpoint must respond with a 2xx HTTP status code. Any other status code (including 3xx redirects) is treated as a failure. - Webhook requests have a 10-second timeout. - Requires 'user:webhooks:write' OAuth scope. Common Event Types: client.create, client.update, client.delete, invoice.create, invoice.update, invoice.delete, payment.create, payment.update, payment.delete, expense.create, expense.update, expense.delete.
Get Business Users
Retrieves staff identities and members for a specific FreshBooks business. This action returns detailed information about all staff members (owners, admins, employees) in a business group, including their roles, email addresses, and active status. Use this to discover team members before assigning time entries or tasks.
List Businesses
List all businesses associated with the authenticated user. This action retrieves business membership information from the FreshBooks Identity endpoint, showing all businesses the user has access to along with their role in each business. The business_id from this response is required for many other FreshBooks API calls.
List Clients
Retrieves all clients for a FreshBooks account. Clients are entities you send invoices to. Supports pagination, filtering by email/user ID/visibility state, sorting, and includes optional balance data (outstanding, credit, draft, overdue).
List Journal Entries
Retrieves all journal entries for a FreshBooks business account. Journal entries are the building blocks of financial accounting, recording all business transactions including invoices, payments, credits, and expenses. Use this action to get a comprehensive view of your accounting records.
List Projects
Retrieves all projects associated with a FreshBooks business account. This action returns a paginated list of projects with comprehensive details including client information, billing rates, budget, completion status, team members, and associated services. Use this to discover available projects before performing project-specific operations. Prerequisites: Obtain a valid business_id using the List Businesses action first. Use Cases: - Get all projects for time tracking or invoicing - Find projects by client, status, or date range - Monitor project completion and budget tracking - Retrieve team assignments and project groups Response: Returns an empty list if no projects exist or match the filters.
Delete Webhook
Delete a webhook callback from a FreshBooks account. Use when you need to remove an existing webhook subscription that is no longer needed.
List Webhooks
List all webhook callbacks registered for a FreshBooks account. Webhooks notify your application when events occur (e.g., invoice creation, payment received). Use this to discover what webhook callbacks are currently active for an account before creating or managing webhook subscriptions.
About FreshBooks
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.
accountingproposal-&-invoice-management
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect FreshBooks
Follow the setup prompts for FreshBooks. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a FreshBooks action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Assign to Stream Deck
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Frequently asked questions
- How do I connect FreshBooks?
- Sign up for Conductor Deck, then add a FreshBooks step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate FreshBooks with your Stream Deck
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