Docy Child

How to set up Freshbooks Integration?

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Prerequisite

You need a Zapier account first. If you don’t have an account, click here to create a Zapier account.

Introduction

In this article, we will integrate both Cellcast and FreshBooks. The purpose is for new clients to be added to your contacts in Cellcast for easy communication using Cellcast dashboard and API.

So, let’s get started.

Instructions

Step 1. Log in to your Zapier account. And then click Make a Zap! button.

Step 2. Let’s search and select FreshBooks as our trigger app. Next, check New Client as our trigger action. Then click Save + Continue button.

Step 3. Let’s link your FreshBooks account.

Select Choose Account. Click Connect an Account button. Enter your Email and Password. Then click the Login button. Then click Save + Continue button.

Step 4. Let’s finish up our trigger app setup.

Go back to your Zapier setup page. Then click Fetch & Continue button. Lastly the Continue button.

Step 5. Ok, let’s set up our Action app.

Let’s search and choose Cellcast. Next select Create Contact as our action. Then click Save + Continue button.

Step 6. Next, let’s add your Cellcast account.

Click Connect an Account button. There should be a popup saying to add or allow your Zapier and Cellcast account to be linked together. Type in your Cellcast username and API key.

Click the Test button to check if it was successful. Then click Save + Continue button.

Step 7. Let’s set up our Create Account template.

In the Contact List input box, select the contact list that you want the new contacts to be added to (FreshBooks contacts etc…).

Set FnameLnameEmailOrganisationMobile Phoneetc… to their corresponding fields from FreshBooks. Then click Continue button.

Step 8. Let’s finish up everything.

Click Create & Continue button. Then the Finish button. Lastly, name your Zap, and turn it ON.

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