In this tutorial, you’ll learn how to set up automated Slack notifications for your FreshBooks activity.
- In your Zapier dashboard, click the Create Zap button in the upper left corner.
- Click Trigger and locate FreshBooks.
- Connect FreshBooks as your trigger app to monitor invoice activity.
- Select which event and account before continuing.
- Connect your specific FreshBooks account.
- Confirm your account selection and click Continue.
- Click Continue with selected record to proceed to the next step.
- Connect Slack as your action app.
- Choose what happens in Slack when a new invoice arrives.
- Click Continue after filling up the Action event and Account.
- Finalize your Slack action configuration before clicking Continue.
- Click the Test step to check if Slack receives and displays your automation correctly.
- In the lower right corner, click the Publish button to activate the sync.
