How to Integrate Slack with Freshbooks

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Integrating Slack with FreshBooks can streamline your financial management and communication processes by automating notifications and updates about invoices, payments, and client interactions directly within Slack. Here’s how to do it:

1. Click 'Create' and select 'Zap' to start automation.
2. Click 'Trigger'.
3. Search and select 'Slack' as the trigger app.
4. Choose a trigger event based on your requirements.
5. Log in and authorize Zapier to access your Slack account.
6. Click 'Test trigger' and Zapier will pull sample data from Slack to ensure everything is set up correctly.
7. Make 'FreshBooks' as the action app.
8. Select the event for your action app.
9. Select 'Allow' to grant Zapier access to your FreshBooks.
10. Once you have connected your FreshBooks account to Zapier, click 'Continue'.
11. Create a custom invoice format using FreshBooks data fields, such as invoice number, amount, and client name. Click the 'Continue' button.
12. Test the action to verify that the invoice is sent to FreshBooks correctly and contains the relevant information.
13. Create a name for your Zap.
14. Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.