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Get notified about new FreshBooks Payments on Slack

Use Zapier to automatically post new FreshBooks payments to Slack in a chat message.

Pick what you want the message to include, and the Slack channel where you want it shared. Then, you’ll get notifications in Slack about new FreshBooks payments as they are received.

You will need:

Getting your accounts ready

FreshBooks

You can connect your existing Freshbooks account to Zapier easily, or you may need to set up a new account first.

If you are setting up a new account, log in to find your account API URL and Authentication token. They can be found under the Freshbooks API tab of the My Account menu option.

FreshBooks API

Make a note of your URL and new token to use when connecting your account.

Slack

You can connect your existing Slack account to Zapier easily, or you may need to set up a new account and team first.

Note: Slack requires a Team to be setup as well as account access via an email address

Connecting your accounts

Click here to use the Get notified about new FreshBooks payments on Slack zap.

  1. Choose your FreshBooks account from the drop-down menu, or connect a new account.

  2. To connect a new account, enter your FreshBooks account subdomain and Auth token, and click Yes, continue.

FreshBooks connection

  1. Choose an existing Slack account from the drop-down menu, or connect a new account.

  2. If you are connecting a new account, enter your Slack team domain and click Sign In.Slack connection step 1

  3. Enter your Slack email address and click password.

Slack connection step 2

  1. Click Sign In.

  2. Set up the Slack action field settings.

Slack action fields

You will need to specify a Slack channel to use for this integration. The default is usually #general if you haven’t set up another channel.

Note: You can include any of the data available for the FreshBooks payment in the Text of the Slack message. They can be selected from the Insert fields buttons.

  1. Click Save + finish to complete the Zap.

Now test the Zap to make sure it works. Once you’re satisfied with the results, you’re all set to start automatically creating Slack messages from your FreshBooks payments.

Note: If you ever want to change this FreshBooks to Slack integration, just go to your Zapier dashboard and tweak anything you’d like.

You can also check out all that’s possible with Slack on Zapier, and other ways to integrate using FreshBooks.