This automation scenario allows you to connect Stripe and FreshBooks
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
Stripe and FreshBooks can also be integrated using automation tools other than zapier:
When this trigger fires in Stripe
Triggers when a new customer is added.
Then this action happens in FreshBooks
Creates a new client.
This guide contains information on how to set up an automatic workflow that allows to Add new Stripe customers to FreshBooks New as clients.
Part I
First, we need to connect Stripe and FreshBooks to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Stripe to Zapier.
Give Zapier access to your Stripe account, using Stripe credentials.
Connect FreshBooks to Zapier.
Give Zapier access to your FreshBooks account, using FreshBooks 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 Stripe
Choose the following trigger: New Customer (Triggers when a new customer is added.).
Then set up an Action for FreshBooks
Choose this action: Create Client (Creates a new client.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Stripe and FreshBooks.
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 Add new Stripe customers to FreshBooks New as clients!
New custom webhook events
Triggers when a new customer is added.
Triggers when a new payment is completed.
Triggers when someone's credit card is charged.
Triggers when a new Subscription is Created
Triggers when a checkout session is completed.
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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