Integrate FreshBooks with Okta

Send information between FreshBooks and Okta automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate FreshBooks and Okta using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Time entry added

Triggers when an new time entry is added

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client is created

Payment added

Triggers when a new payment is added

Project created

Triggers when a new project is created

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

User events

Triggers when a user events occurs

Device identity events

Triggers when a device identity event occurs

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create client

Creates a new client

Create expense

Creates a new expense

Create project

Creates a new project

Update estimate

Updates the details of an existing estimate

Update project

Updates the details of an existing project

Update invoice

Updates the details of an existing invoice

Update task

Updates the details of an existing task

Update client

Updates the details of an existing client

Update expense

Updates the details of an existing expense

Fetch estimate

Fetches the details of an existing estimate by number

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch invoice

Fetches the details of an existing invoice by number

Fetch user

Fetches the details of an existing user by email address

Fetch client - By email address

Fetches the details of an existing client by email address

Assign a role to a user

Assigns a new role to a user

Suspend user

Suspends the specified user

Create user with password

Creates a new user with password

Unlock user

Unlocks the locked out user

Unsuspend user

Unsuspends a suspended user

Create user without credentials

Creates a new user without credentials

Add user to a group

Adds the specified user to the group

Reactive user

Reactives the specified user

Deactivate user

Deactivates an user from your Okta people

Activate user

Activates an inactive user

Fetch people

Fetches the details of an existing user by user ID, login ID, name, or email address

Fetch group

Fetches the details of an existing group by group ID or name

Remove user from group

Removes the specified user from the selected group

Delete user

Deletes the specified user

What is FreshBooks?

FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.

What is Okta?

Okta is an identity and access management platform that enables secure access, authentication, automation, and more.

IT Security

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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CEO, Fabricroot

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