Connect to your FreshBooks app for OAuth.
To setup your FreshBooks app in Cobalt for OAuth, you will need the following credentials from your FreshBooks Developer account:
To create a FreshBooks app and acquire the above mentioned credentials, please follow the steps mentioned below:
Create New App
button in the top right.Apps catalog
in Cobalt > Search for Freshbooks
> Settings
> Use your credentials
> Callback Url
> Copy it.Save
at the top.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.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
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.
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.
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.
Client
Invoice
Payment
Time Entry
Others
Client
Invoice
Payment
Time Entry
Others
Connect to your FreshBooks app for OAuth.
To setup your FreshBooks app in Cobalt for OAuth, you will need the following credentials from your FreshBooks Developer account:
To create a FreshBooks app and acquire the above mentioned credentials, please follow the steps mentioned below:
Create New App
button in the top right.Apps catalog
in Cobalt > Search for Freshbooks
> Settings
> Use your credentials
> Callback Url
> Copy it.Save
at the top.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.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
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.
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.
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.
Client
Invoice
Payment
Time Entry
Others
Client
Invoice
Payment
Time Entry
Others