0

FreshBooks connector

What is FreshBooks?

FreshBooks is an accounting software designed primarily for self-employed professionals and their teams. It lets you send invoices, track expenses, and collaborate on projects. 

About Kissflow's FreshBooks integration

The FreshBooks connector of Kissflow Integration enables you to connect and synchronize your FreshBooks account with popular third-party apps and Kissflow apps. You must have a valid FreshBooks account and be a paid Kissflow customer to integrate with FreshBooks.

Use the FreshBooks connector to receive data from other flows or apps to perform specific actions. The connector for FreshBooks does not support any trigger events yet.

Assume you manage a B2B apparel firm with a few repeat customers. When a transaction completes its workflow in Kissflow Process, you may create a new invoice in FreshBooks by adding the FreshBooks connector as your action.  

Actions in FreshBooks connector

Action event

Description

Create an invoice

This action creates a new invoice in FreshBooks.

FreshBooks connector as an action step

  1. Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Next, click the New integration button to provide a name and description for your integration.
  2. Once inside your editor, set up a trigger and action steps as necessary. For example, your trigger event can be When an item completes its workflow. You can create a new invoice every time an item completes its workflow.
  3. After setting up your trigger and action step above, click the Add button () next to set up your action step. Search for the FreshBooks connector and select the desired action.

     

     

  4. After choosing your action event, authenticate the connector. Click +Add an account and sign in using your FreshBooks account. Kissflow uses FreshBooksโ€™ sign in credentials for authentication.
  5. After authenticating with your FreshBooks account, add relevant values against the FreshBooks form fields. You can hit Refresh fields to view all the updated fields in the selected FreshBooks form.

    Note:

    You can also map FreshBooksโ€™ fields with your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.

  6. Click Next.

 

 

7. After a successful configuration, test whether your FreshBooks action step is set up correctly by clicking the Test button. The connector will pull field data from your selected FreshBooks account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a FreshBooks connector

After creating a custom workflow with your FreshBooks connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the selected FreshBooks action is activated and changes are reflected in your FreshBooks account.