How to Use Freshbooks Integration for monday.com

Installation Instructions

To install the Freshbooks Integration app, follow these steps:

Follow the installation link or search for the app in the marketplace.
Install the app.

Prerequisites

A valid monday.com account.
Basic understanding of how to navigate and use monday.com.
A valid Freshbooks account.

Please ensure you meet these prerequisites before proceeding with the installation of the Freshbooks Integration app.

First Time Use Instructions

To get started with the FreshBooks Integration app, follow these steps:

Install the app from the monday.com Marketplace, or click the Add to monday button above.
After installing the app, you will be redirected to the Admin UI, where you can configure the app and connect your FreshBooks account. The first step is to authorize monday.com. Click the Authorize monday button to open the monday.com authorization pop-up. After authorizing monday.com, you will be redirected back to the Admin UI.
On the monday.com authorization pop-up page, click the Authorize button.
The next step is to authorize FreshBooks. Click the Connect FreshBooks button to open the FreshBooks authorization page. After authorizing FreshBooks, you will be redirected back to the Admin UI.
You should now see the Admin page, where you can find Connections, Plan Usage, Automation Operations History, and the Support section in the bottom-left corner. You can also disconnect your FreshBooks and monday.com accounts by clicking the Disconnect Connection button.
Now let's build an automation. You can do this either through a workflow or through a board's Automations section. The steps are similar in both cases, but first, we will show the workflow method.
Start a new workflow and add a FreshBooks trigger. You can find the trigger by searching for it in the Triggers section. No additional configuration is required for this trigger.
After adding the trigger, you can add the action to your workflow. You can find the action by searching for it in the Actions section (for example, "Create item"). Once you add the action, choose a board and map the FreshBooks fields from the trigger.
After choosing the board, map its columns to FreshBooks-specific fields. The values from these fields will be used when creating your items. After you finish configuring the workflow, click "Publish workflow" to activate it.
Now let's build an automation from the Automations section. Navigate to the "Automate" section on a board and choose to create a new automation from scratch. Next, choose the FreshBooks Integration trigger and action to add them to your automation.
Now add the FreshBooks trigger and action to your automation. Then configure the action by choosing the board where you want to create items and mapping the fields to values from the trigger. After you finish configuring the automation, click "Create automation".

In this example, we will use the trigger "When a new expense is created" and the action "Create an item".
This trigger will run every time a new expense is created in FreshBooks, and the action will create an item in the chosen board for each new expense.