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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Pull up invoices, expenses, or client records.
Example
"Get all overdue invoices for the current month."
Memory Recall
Review financial history for a specific client.
Example
"Summarize past 5 invoices and payments for Acme Corp."
Instant Reaction
Notify when new invoices are sent or payments received.
Example
"Alert finance when payment is received for invoice #1029."
Autonomous Routine
Run recurring expense and invoice reports.
Example
"Every Monday, email a report of unbilled hours by team."
Agent-Initiated Action
Send invoices, update time logs, or record payments.
Example
"Create an invoice for 10 hours of consulting at $150/hr."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Slack
Real-time notifications for invoice status and payments
Google Sheets
Export financial data for custom reporting
Zapier
Automate workflows between FreshBooks and other apps
Try It with Your Agent
Create and send an invoice to my client for the completed consulting hours this month using FreshBooks.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect FreshBooks in Fastn UCL: Navigate to the Connectors section and select FreshBooks to connect.
2
Authenticate with your FreshBooks account using OAuth to grant access.
3
Enable the available actions to allow the AI agent to create invoices and manage expenses.
4
Use the AI Agent to generate and send invoices for client work using prompts like “Send invoice for June consulting to Acme Corp.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
