Record new Podia sales as FreshBooks paid invoices

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Podia to Zapier.

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

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  Connect FreshBooks to Zapier.

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

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

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  Set up a Trigger action for Podia

  Choose the following trigger: Product Signed Up For (Triggers when someone signs up for a free or paid product (Unavailable on Podia Free and Starter).).

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  Then set up an Action for FreshBooks

  Choose this action: Find Customer (Finds an existing customer.).

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  Then set up another Action for FreshBooks

  Choose this action: Create Invoice (Creates an Invoice.).

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

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  Customize data flow

  Configure the data that is exchanged between Podia and FreshBooks.

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  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 Record new Podia sales as FreshBooks paid invoices!