This automation scenario allows you to connect FreshBooks and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
FreshBooks and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in FreshBooks
Triggers when a new invoice payment is created.
Then these actions happen in and undefined
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Triggers when a new invoice payment is created.
This guide contains information on how to set up an automatic workflow that allows to Post new FreshBooks payments to a Slack channel.
Part I
First, we need to connect FreshBooks and Slack 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 Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
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 Invoice Payment (Triggers when a new invoice payment is created.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Then set up another Action for undefined
Choose this action: New Invoice Payment (Triggers when a new invoice payment is created.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between FreshBooks and Slack.
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 Post new FreshBooks payments to a Slack channel!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates an Invoice.
Creates a new client.
Updates an existing client based on email. Optionally create a client if one is not found with matching email.
Adds payment to invoice.
Creates new expense.
Creates new time entry.
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