It is very easy to connect FreshBooks to Notion using Zapier. Here’s a quick tutorial on how to do it:
- Head over to the left-side panel, then tap 'Create'.
- Choose 'Zaps' from the list of options.
- After that, click the 'Trigger' tab to start the integration process.
- Search for 'FreshBooks' and select it from the recommended matches.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into your active FreshBooks account.
- Subsequently, tap 'Allow' to agree with the terms and grant the necessary permissions.
- Provide the information needed to set up the Trigger accordingly.
- Once done, click 'Continue' to run your input and test the Trigger.
- Choose the record you wish to connect, then click 'Continue With Selected Record'.
- Following that, search for 'Notion' and choose it as the Action app.
- Next, click the drop-down menu and pick the 'Action Event' you wish to execute.
- Click 'Sign In' afterwards and then log into your Notion account.
- Subsequently, review the permissions and then tap 'Select Pages' to proceed.
- Tick the checkbox beside the page you wish to use, then tap 'Allow Access'.
- One by one, fill out the input fields with the required information.
- Once done, click 'Continue' to publish and enable the integration.
- After completing these steps, your FreshBooks account will be connected to Notion based on your input.
