How to Connect FreshBooks to Notion Using Zapier

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

1. Head over to the left-side panel, then tap 'Create'.
2. Choose 'Zaps' from the list of options.
3. Click the 'Trigger' tab to start the integration process.
4. Search for 'FreshBooks' and select it from the recommended matches.
5. Specify your preferred 'Trigger Event'.
6. Tap 'Sign In' and log into your active FreshBooks account.
7. Tap 'Allow' to agree with the terms and grant the necessary permissions.
8. Provide the information needed to set up the Trigger accordingly.
9. Click 'Continue' to run your input and test the Trigger.
10. Choose the record you wish to connect, then click 'Continue With Selected Record'.
11. Search for 'Notion' and choose it as the Action app.
12. Click the drop-down menu and pick the 'Action Event' you wish to execute.
13. Click 'Sign In' and log into your Notion account.
14. Review the permissions and tap 'Select Pages' to proceed.
15. Tick the checkbox beside the page you wish to use, then tap 'Allow Access'.
16. Fill out the input fields with the required information one by one.
17. Click 'Continue' to publish and enable the integration.
18. Your FreshBooks account is now connected to Notion based on your input.