How to Integrate Freshbooks with Monday

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In this tutorial, you’ll learn how to connect FreshBooks to monday.com to sync your project management and billing workflows. This allows you to automatically create items in monday.com when you get paid or generate FreshBooks invoices based on project status changes.

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1. Log in to your Zapier account and click the Create Zap button in the upper left corner.
2. Click Trigger and search for FreshBooks.
3. Select FreshBooks.
4. Select which event and account before continuing.
5. Connect your specific FreshBooks account.
6. Confirm your account selection then click the Continue button located on the lower right corner.
7. Click the Test trigger to confirm everything connects properly.
8. After checking the right record, click continue with selected record.
9. Connect monday.com as your action app.
10. Select the right event and account before proceeding.
11. Click into the fields to select data from your monday.com board to populate the invoice.
12. Click the Continue button at the bottom of the mapping screen.
13. Click the Test step to ensure invoice data flows seamlessly.
14. In the lower right corner, click the Publish button to activate the sync.