In this tutorial, you’ll learn how to create an automated workflow between your accounting and project management tools.
- Log in to your Zapier account and click the Create Zap button in the upper left corner.
- Click Trigger and search for FreshBooks.
- Select FreshBooks.
- Select which event and account before continuing.
- Connect your specific FreshBooks account.
- Click the Test trigger to confirm everything connects properly.
- Select which record to use.
- After checking the right record, click continue with selected record.
- Connect Asana as your action app.
- Select the right event and account before proceeding.
- Click the Test step button at the bottom of the mapping screen.
- In the lower right corner, click the Publish button to activate the sync.
