Zapier is an app that allows you to connect different apps together to automate tasks and save time, especially with FreshBooks. As the owner or the admin of the FreshBooks account, you can connect any of Zapier's 6000+ integrated apps together to make your own automations, without writing any code.
Each automation, called a Zap, has one app as the trigger and one app as the action. The trigger is where your information comes from and causes one or more actions in other apps.
Set Up
To set up Zapier with your FreshBooks account, use these steps:
- First, sign up for Zapier
- Then in Make a Zap, under Connect this app..., enter in FreshBooks
![Connect this app with FreshBooks selected.]()
- Then under with this one! search for another app that you want to connect FreshBooks with
![Search for app field in make a zap screen.]()
- Next, under When this happens, choose a specific Trigger
![Make a zap screen showing fields for a trigger and an action.]()
- Then under then do this!, choose a specific Action
- When your trigger and action is filled out, select the Make a Zap! or Try it button
- In the Zap editor, under FreshBooks, select either the Sign in button, or the Choose button and then select Connect a New Account to connect your FreshBooks account
![Sign in button to connect a FreshBooks account.]()
- Enter your FreshBooks login credentials as the owner or as the admin, and select the Log in button
![Login page for FreshBooks account.]()
- Then select the Allow access button to grant permission for Zapier to access your FreshBooks account
![Allow button to grant Zapier access to FreshBooks.]()
- Your FreshBooks account will now be connected and you can continue with the rest of your Zap setup.
![Connected FreshBooks account in Zap editor.]()
Zapier Resources
List of Apps
To find out what apps are available in Zapier for you to connect your FreshBooks account with, go to Zapier's list of apps and search for your app. If it's listed, it's available to connect to FreshBooks via Zapier.
Supported FreshBooks Triggers and Actions
- In FreshBooks - Review FreshBooks' supported triggers and actions section here
-
With Other Apps - Review available templates in Quickly automate FreshBooks integrations with Zapier's templates section here
- Use the List of Apps above to find a specific app's page to review possible triggers and actions to make your own Zaps instead