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Integrate FreshBooks with your AI CRM

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

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Explore Triggers and Actions

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.

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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.

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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.

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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.

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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).

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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.

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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.

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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.

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Register as a New User

Register a new user account in FreshBooks. Returns an access token upon successful registration. Use this action when you need to create a new FreshBooks user account programmatically with their business information.

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Update Webhook

Update or verify a FreshBooks webhook callback. Use this to verify a newly created webhook by providing the verification code, or to request a new verification code be sent to the callback URI. **Prerequisites:** You need the account_id (from List Businesses as business_uuid) and callback_id (from webhook creation). **Use Cases:** - Verify a webhook after creation by providing the verifier code received at your callback URI - Request a new verification code if the original was lost or expired (set resend=true) **Important:** The verifier and resend parameters are mutually exclusive - provide only one per request.

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How the FreshBooks integration works

The FreshBooks integration connects your Dench AI CRM directly to FreshBooks, so agents can read and act on your FreshBooks data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through FreshBooks's own authorization, scoped to the account you connect.

Set up FreshBooks in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find FreshBooks and click Connect — you'll authorize access through FreshBooks's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use FreshBooks in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the FreshBooks integration work with Dench?

The Dench FreshBooks integration connects your AI CRM to FreshBooks, so AI agents can work with your FreshBooks data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with FreshBooks via Dench?

The FreshBooks integration currently exposes 10 actions, including Create Webhook, Delete Webhook, Get Business Users, List Businesses, List Clients, and List Journal Entries. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect FreshBooks to Dench?

No. You connect FreshBooks from your Dench workspace using FreshBooks's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the FreshBooks integration secure?

Connections are authorized through FreshBooks's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the FreshBooks connection from your workspace settings at any time.

FreshBooks | Dench AI CRM