Quick summary
This tutorial shows how to connect FreshBooks to Notion using Zapier by building a Zap that automatically sends FreshBooks trigger events into a chosen Notion page without any code. Once configured, the integration runs automatically so your accounting data flows directly into your Notion workspace.
Steps
- Head over to the left-side panel, then tap 'Create'.
- Choose 'Zaps' from the list of options.
- Click the 'Trigger' tab to start the integration process.
- Search for 'FreshBooks' and select it from the recommended matches.
- Specify your preferred 'Trigger Event'.
- Tap 'Sign In' and log into your active FreshBooks account.
- Tap 'Allow' to agree with the terms and grant the necessary permissions.
- Provide the information needed to set up the Trigger accordingly.
- Click 'Continue' to run your input and test the Trigger.
- Choose the record you wish to connect, then click 'Continue With Selected Record'.
- Search for 'Notion' and choose it as the Action app.
- Click the drop-down menu and pick the 'Action Event' you wish to execute.
- Click 'Sign In' and log into your Notion account.
- Review the permissions and tap 'Select Pages' to proceed.
- Tick the checkbox beside the page you wish to use, then tap 'Allow Access'.
- Fill out the input fields with the required information one by one.
- Click 'Continue' to publish and enable the integration.
- Your FreshBooks account is now connected to Notion based on your input.
