Setup:
Follow this guide on getting your Payaca account setup with Zapier and adding a trigger
Requirements:
Zapier subscription: Multi chain zap is required for Freshbooks as Freshbooks invoices require existing Freshbook clients, so a "Find" action is needed
Create a Zap using Freshbooks:
1. Add Action
2. Choose App & Event
App: "Freshbooks New"
Action Event: "Find Customer"
3. Choose Account
Log in to your Payaca account
4. Customize Customer
Account: Your connected freshbooks account
Search Field: "Email"
Search Value: Payaca "Customer Email"
Enable "Create FreshBooks New client if it doesn't exist yet?"
Email: Payaca "Customer Email"
First Name: Payaca "Customer Name"
5. Send Data
Test & continue
6. Add Action
7. Choose App & Event
App: "Freshbooks New"
Action Event: "Create Customer"
8. Choose Account
Use existing connected Freshbooks account
9. Customize Invoice
Account: Your connected Freshbooks account
Client: Freshbooks "Client Id" (from previous action)
Days Due From Issue: Payaca "Days Due From Issue"
Line Items: (These are specifically switched because “Name” is a required field in Freshbooks, whereas it is not in Payaca and “Description” is a required field in Payaca and not in Freshbooks)
- Line Item Description: Payaca "Line Items Name"
- Line Item Name: Payaca "Line Items Description"
- Line Item Quantity: Payaca "Line Items Quantity"
- Line Item Tax1 Name: Payaca "Line Items Tax Name"
- Line Item Tax1 Percent: Payaca "Line Items Vat Percentage"
- Line Item Unit Cost: Payaca "Line Items Price Inc Markup"
- Discount Amount: Payaca "Job Discount Percentage"
- Invoice Number: Payaca "Invoice Reference"
Discount Amount: Payaca "Job Discount Percentage"
Invoice Number: Payaca "Invoice Reference"
5. Send Data
Test & continue
6. Turn Zap on!
7. Test it out
Send an invoice in Payaca and check that an identical invoice is created in Freshbooks