Create Easy Project real budget expenses from created FreshBooks New expenses

First, we need to connect FreshBooks and Easy Project to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect FreshBooks to Zapier.

  Give Zapier access to your FreshBooks account, using FreshBooks credentials.

• 

  Connect Easy Project to Zapier.

  Give Zapier access to your Easy Project account, using Easy Project credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for FreshBooks

  Choose the following trigger: New Expense (Triggers when a new expense is created.).

• 

  Then set up an Action for Easy Project

  Choose this action: Create Project Expense (Creates a new real expense in project budget module.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between FreshBooks and Easy Project.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Easy Project real budget expenses from created FreshBooks New expenses!