How to connect FreshBooks to Albato

FreshBooks: Accounting software automation
10/24/2023
·
1 min. read

FreshBooks is a software company that provides cloud-based accounting software for small and medium-sized businesses.

Available triggers

Triggers are the events that trigger the automation, All triggers run in real time, i,e, data is transferred in the moment the event occurs

  • New Project
  • New Client
  • New Estimate
  • New Invoice
  • New Expense

Available actions

Actions are what Albato performs when your automation is running, Actions also allow you to transfer data to other apps and systems

  • Create Client
  • Create Project
  • Create Invoice
  • Get Invoice by ID
  • Create Estimate

Before setting up integrations with FreshBooks connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

FreshBooks.png

Come up with a name for your connection.

Enter your Client ID, Client Secret and click the Continue button.

FreshBooks.png

How to get Client ID and Client Secret

To get your Client ID and Client Secret, you just need to create an app in your FreshBooks account.

Sign in to the developer section of your FreshBooks account. The main FreshBooks account and the developer account will be linked.

Click the Create New App button.

Ex (5).png

In this tutorial, we'll show you how to set up the required fields. The rest are optional, so you can fill them in however you want (like adding the company website, uploading the logo, etc.).

Come up with a name for your app.

In the Application Type field choose the Private App option.

FreshBooks (1).png

Specify the permissions needed for the application to work. Click the Add Scopes button.

user:profile:read

user:invoices:read

user:invoices:write

user:clients:read

user:clients:write

user:estimates:read

user:estimates:write

user:projects:read

user:projects:write

user:expenses:read

FreshBooks (2).png

Paste the link https:​//r.albato.com/oauth/back/state into the Redirect URIs field.

Click on the check mark.

FreshBooks (3).png

Click on the Save button.

FreshBooks (4).png

Next, open the app you created.

FreshBooks (5).png

The Client ID and Client Secret will be displayed at the bottom of the page.

FreshBooks (6).png

Copy the values and paste them into the Albato connection fields.

Click the Continue button.

FreshBooks (7).png

Grant Albato access to your FreshBooks account.

FreshBooks (8).png

Click the Allow button.

FreshBooks (9).png

The connection is ready!

FreshBooks (10).png


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