FreshBooks
Slack
zapier

An automated workflow using zapier

Connects FreshBooks + Slack

Post new FreshBooks payments to a Slack channel

About this workflow template

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.

FreshBooks and Slack can also be integrated using automation tools other than zapier:

Diagram

Post new FreshBooks payments to a Slack channel
Workflow diagram: FreshBooks + Slack integration

How it works?

When this trigger fires in FreshBooks

FreshBooks

New Invoice Payment in FreshBooks

Triggers when a new invoice payment is created.

Then these actions happen in and undefined

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

New Invoice Payment in undefined

Triggers when a new invoice payment is created.

How to set up this workflow

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

Configure Applications

First, we need to connect FreshBooks and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect FreshBooks to Zapier.

    Connect FreshBooks to Zapier.

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

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for FreshBooks

    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

    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

Test and Publish

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

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between FreshBooks and Slack.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • FreshBooks

    Create invoice

    Creates an Invoice.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • FreshBooks

    Create client

    Creates a new client.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • FreshBooks

    Create or update client

    Updates an existing client based on email. Optionally create a client if one is not found with matching email.

    zapier
    actionbyzapier
  • FreshBooks

    Add payment to invoice

    Adds payment to invoice.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreshBooks

    Create expense

    Creates new expense.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreshBooks

    Create time entry

    Creates new time entry.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.