How to Integrate FreshBooks with Copper

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In this tutorial, we'll guide you through integrating FreshBooks with Copper to seamlessly sync invoicing, client data, and project management, improving workflow automation.

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1. Log in to your Zapier account and select Create Zap.
2. Click Trigger and search for FreshBooks.
3. Select FreshBooks as your Trigger.
4. Select a specific trigger event, such as New Invoice or New Payment.
5. Click Continue to move forward with connecting your invoicing system.
6. Connect to the specific FreshBooks account you want to monitor, then click Continue.
7. Proceed with configuration by clicking Continue.
8. Click Test Trigger to run a quick test to confirm everything connects properly.
9. Select which record to use before clicking Continue with selected record.
10. Select FreshBooks as the action app.
11. Select an action event, like Create Contact, Update Project, or Create Opportunity.
12. Connect your Copper account to enable seamless CRM updates.
13. Finalize your Copper connection, then click Continue.
14. Click Continue after mapping the relevant fields.
15. Click the Test step button at the bottom right of the mapping screen.
16. In the lower right corner, click the Publish button to activate the sync.