Stripe
FreshBooks
zapier

An automated workflow using zapier

Connects Stripe + FreshBooks

Add new Stripe customers to FreshBooks New as clients

About this workflow template

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.

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

Diagram

Add new Stripe customers to FreshBooks New as clients
Workflow diagram: Stripe + FreshBooks integration

How it works?

When this trigger fires in Stripe

Stripe

New Customer in Stripe

Triggers when a new customer is added.

Then this action happens in FreshBooks

FreshBooks

Create Client in FreshBooks

Creates a new client.

How to set up this workflow

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

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Stripe to Zapier.

    Connect Stripe to Zapier.

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

  • Connect FreshBooks to Zapier.

    Connect FreshBooks to Zapier.

    Give Zapier access to your FreshBooks account, using FreshBooks 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 Stripe

    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

    Then set up an Action for FreshBooks

    Choose this action: Create Client (Creates a new client.).

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 Stripe and FreshBooks.

  • 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 Add new Stripe customers to FreshBooks New as clients!

Supported triggers and actions

  • Stripe

    New custom webhook events

    New custom webhook events

    pipedream
    triggerbypipedream
  • Stripe

    New customer

    Triggers when a new customer is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Stripe

    New payment

    Triggers when a new payment is completed.

    zapieralbato
    triggerbyzapieralbato
  • Stripe

    New charge

    Triggers when someone's credit card is charged.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Stripe

    New subscription

    Triggers when a new Subscription is Created

    automateiozapierpabbly-connectalbato
    triggerbyautomateiozapierpabbly-connectalbato
  • Stripe

    Checkout session completed

    Triggers when a checkout session is completed.

    zapieralbato
    triggerbyzapieralbato
  • FreshBooks

    Create invoice

    Creates an Invoice.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreshBooks

    Create client

    Creates a new client.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • 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

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Zapier

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