How to Connect FreshBooks to Notion Using Zapier



Guide

  1. Head over to the left-side panel, then tap 'Create'.

  2. Choose 'Zaps' from the list of options.

  3. After that, click the 'Trigger' tab to start the integration process.

  4. Search for 'FreshBooks' and select it from the recommended matches.

  5. Next, specify your preferred 'Trigger Event'.

  6. Tap 'Sign In' afterwards, then log into your active FreshBooks account.

  7. Subsequently, tap 'Allow' to agree with the terms and grant the necessary permissions.

  8. Provide the information needed to set up the Trigger accordingly.

  9. Once done, click 'Continue' to run your input and test the Trigger.

  10. Choose the record you wish to connect, then click 'Continue With Selected Record'.

  11. Following that, search for 'Notion' and choose it as the Action app.

  12. Next, click the drop-down menu and pick the 'Action Event' you wish to execute.

  13. Click 'Sign In' afterwards and then log into your Notion account.

  14. Subsequently, review the permissions and then tap 'Select Pages' to proceed.

  15. Tick the checkbox beside the page you wish to use, then tap 'Allow Access'.

  16. One by one, fill out the input fields with the required information.

  17. Once done, click 'Continue' to publish and enable the integration.

  18. After completing these steps, your FreshBooks account will be connected to Notion based on your input.

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