To setup your FreshBooks app in Cobalt for OAuth, you will need the following credentials from your FreshBooks Developer account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. FreshBooks Developer account. You can create one here.
If you haven’t already created an app in FreshBooks, you’d need to create one.

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Creating an app in FreshBooks

To create a FreshBooks app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your FreshBooks Developer account.
  2. Click on the Create New App button in the top right.
Navigation for App setup
  1. Go to your Apps catalog in Cobalt > Search for Freshbooks > Settings > Use your credentials > Callback Url > Copy it.
  2. Enter the Application Name, choose Type according to your requirement, paste the Callback Url under Redirect URIs and click on Save at the top.
  3. Scroll down in the app after it has been created and copy the Client ID and Client Secret.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, go to your FreshBooks Developer account and update the scopes as added on Cobalt. Select the OAuth App created for Cobalt > Scroll down to Scopes section > Click on + Add Scope > Select the scopes as added in Cobalt > Click on Save Settings.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Freshbooks actions and triggers. Following are the set of Freshbooks actions and triggers supported by Cobalt.
  1. Create Client - Create a Client in Freshbooks.
  2. Update Client - Update a Client in Freshbooks.
  3. Delete Client - Delete a Client in Freshbooks.
  4. Get Client - Get a Client in Freshbooks.
  1. Create Invoice - Create an Invoice in Freshbooks.
  2. Update Invoice - Update Invoice in Freshbooks.
  3. Get Invoice - Get an Invoice in Freshbooks.
  4. Delete Invoice - Delete an Invoice in Freshbooks.
  1. Create Payment - Create a payment in Freshbooks.
  2. Update Payment - Update Payment in Freshbooks.
  3. Get Payment - Get a payment in Freshbooks.
  4. Delete Payment - Delete a payment in Freshbooks.
  1. Create Time Entry - Create Time entry in Freshbooks.
  2. Get Time Entry - Get a time entry in Freshbooks.
  3. Update Time Entry - Update a time entry in Freshbooks.
  4. Delete Time Entry - Delete time entry in Freshbooks.
  5. List Time Entry - List all time entries in Freshbooks.
  1. HTTP Request - Make HTTP API calls to any Freshbooks documented REST APIs.
  2. List Payments - List all payments in Freshbooks.
  3. List Specific Day Time Entries - List time entries from a specific day in Freshbooks.
  4. Send Invoice By Emails - Send an invoice by email in Freshbooks.