Integrating FreshBooks with PayKickstart Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate FreshBooks with PayKickstart using Pabbly Connect. Follow our detailed tutorial to automate client creation from new sales. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing ‘Pabbly.com’ in your browser. Once on the website, navigate to the products section and select ‘Connect’ to proceed.

After clicking on ‘Connect,’ log in to your account or create a new one. Pabbly Connect offers a free trial plan that allows you to explore its features without any cost. Once logged in, you will see the dashboard where you can start creating workflows for your integrations.

2. Creating a New Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for connecting PayKickstart with FreshBooks. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow; enter a name like ‘PayKickstart to FreshBooks’ and click ‘Create’ to proceed.

• Select PayKickstart as the app for the trigger.
• Choose ‘New Transaction Sale’ as the trigger event.
• Confirm the trigger settings to proceed.

By setting up the trigger correctly, you ensure that any new sales in PayKickstart will initiate the workflow to create a client in FreshBooks through Pabbly Connect.

3. Configuring PayKickstart for Webhook Integration

Next, you need to configure PayKickstart to send data to Pabbly Connect. Go to the ‘Campaigns’ section in PayKickstart and select the product you want to integrate. Scroll down to the ‘Integrations’ section and click on ‘Add IPN URL’ to enter the webhook URL provided by Pabbly Connect.

After entering the webhook URL, select the event type as ‘Transaction Sale’ and click on ‘Save’. This setup ensures that whenever a transaction occurs, PayKickstart sends the relevant data to Pabbly Connect, which will then process it for FreshBooks.

4. Capturing Data in Pabbly Connect

Now that you have set up the integration, it’s time to capture the data in Pabbly Connect. Click on ‘Capture Webhook Response’ in your workflow. This will allow Pabbly Connect to listen for any incoming data from PayKickstart.

To test this, create a dummy transaction in PayKickstart using the checkout link. Fill in the required details, such as the client’s name (e.g., Tyson Jeremy) and email. After completing the purchase, Pabbly Connect will capture the transaction data, including billing information and customer details.

5. Creating a Client in FreshBooks via Pabbly Connect

Once the transaction data is captured, the next step is to create a client in FreshBooks using Pabbly Connect. Click the plus button to open the action window, and select FreshBooks as the app. Choose the action event ‘Create Client’ to proceed.

Connect your FreshBooks account by authorizing Pabbly Connect. After successful authorization, map the captured data from PayKickstart to the fields required by FreshBooks. This includes the email, first name, last name, and address details.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If the setup is successful, you will see the new client (e.g., Tyra Campell) appear in FreshBooks, confirming that the integration works perfectly. Anytime a new sale occurs in PayKickstart, a corresponding client will be created in FreshBooks through Pabbly Connect.

Conclusion

Integrating FreshBooks with PayKickstart using Pabbly Connect streamlines the client creation process from new sales. This tutorial provides a clear step-by-step guide to automate your workflow efficiently.