Are you looking for a simpler way to integrate Stripe and FreshBooks other than coding and getting into hardcore programming?
If yes! Then, you are in the correct place. As we are going to to do it without any coding. Before getting into the solution, let’s discuss the use-case here. We’re going to connect Stripe with FreshBooks to add FreshBooks clients for new Stripe customer. This way, whenever a new customer is created on Stripe, a client for the same will automatically get created on FreshBook as well.
For the easiest and hassle-free integration, I’m suggesting you to use Pabbly Connect software. As it is the simplest option available for these kinds of integration.
Pabbly Connect can help you automate your manual tasks within just few minutes intervals. Also, it supports easy data sharing between two or more software. You can use routers, filters, formatters & instant triggers to design unlimited workflows. Furthermore, you can also make multi-step calls & integrate limitless premium apps.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Moreover now, you can even access all the premium features without any restriction even in the free plan. Also, we’ve attached the link to a video tutorial to help you set-up the automation within a few minutes intervals.
Now, let’s follow the step by step procedure to integrate Stripe and FreshBooks to automatically add the newly added customers.
Step 1: Sign up to Pabbly Connect
First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.
Step 2: Access Pabbly Connect
After signing up successfully, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for Stripe with FreshBooks Integration
(a) Start with a New Workflow
Start with creating a workflow to auto-create FreshBooks clients on every new customer entry on Stripe & to do this push the ‘Create New Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Stripe to FreshBooks etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for Stripe to FreshBooks Integration
To automatically add newly added Stripe customers on FreshBooks, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a client on FreshBooks using Pabbly Connect.
(a) Select Application you want to integrate
When you push the create button to generate the workflow, a trigger window will open next.
You’ll need to select the ‘Stripe’ option from the ‘Choose App’ field drop-down options.
(b) Select Method & Copy Webhook URL
Select the method in here to be ‘New Customer’ & then click on the ‘Copy’ button that is present right next to the Webhook URL link.
Step 5: Connecting Stripe to Pabbly Connect
Sign-in your Stripe account and go to the ‘Developers’ option in the verticle menu available.
(a) Go to Your Stripe Account & Add an Endpoint
When you click on the ‘Developers’ option in the left verticle menu, a secondary menu will open up. Hit the ‘Webhook’ option from this menu.
Lastly, click the ‘Add endpoint’ button.
(b) Paste Webhook URL & Select Event
A window will pop open, paste the copied Webhook URL from Pabbly Connect here and also select the event as ‘customer.created’.
(c) Click on Add Endpoint
Hit the ‘Add endpoint’ button to create an endpoint.
Step 6: Test the Trigger Response in Pabbly Connect Dashboard
As we can see we are done setting up the trigger to gather the data of a newly added Stripe customer. So, let’s just test the trigger by making a test order on Stripe.
(a) Capture Webhook Response
To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) Add New Customer
Go to your Stripe account and strike the ‘Customers’ option from the left verticle menu.
Next, click the ‘+ New’ button available on the top right.
(c) Add Account Information
A window will open up for filling up the customer’s details. Add all the required account information in it.
Here, I’m filling in the first name in the name field and the last name in the Description field as there is no other optional last name field.
(d) Add Billing Details
Also, add the billing details of the customer.
(e) Click on Add Customer
Lastly, select the language & currency.
and hit the ‘Add Customer’ button once you are done with the customer description.
(f) Trigger Response
Check the trigger response, you can sell all the customer data in it.
Step 7: Setting Action for Stripe – FreshBooks Integration
Up to this point, we’ve gathered all the necessary data from Stripe to create a client on FreshBooks. So, let’s proceed to the very last step of setting and action on Stripe to create a client on FreshBooks.
(a) Select Application you want to integrate
First, click the plus button next to your Text Formatter window.
And then select the ‘FreshBooks’ app to integrate from the ‘Choose App’ field.
Select the method in here as ‘Create a New Contact’ and then click the ‘Connect with FreshBooks’ button.
(b) Connect with FreshBooks
In the next window that slides in from the right, click on ‘Connect with FreshBooks’ button and authorize your FreshBooks account to connect with Pabbly Connect.
(c) Map Fields
Map the email address from the Stripe trigger response to the ‘Email’ field.
To map a value, place your cursor in the field.
Then, click the menu button (three horizontal lines) next to that particular field.
Lastly, click-select the value that you want to map with the respective field.
(f) Send Test Request for Action
Likewise, map all the required fields with the trigger response, first name with the name field, last name with the description field, organisation name with the address line 1, the primary street with address line 2, city with city, the state with the state, postal code with the postal code and the country with the country.
Remember, for mapping the language, enter the code for the language i.e, en in my case.
And push the ‘Save & Send Request’ button.
Step 8: Check the Action’s Response
Check the action response for the customer’s entry on FreshBooks for the Stripe customer.
(a) Check the Action API’s Response
You can check the response of your API in the action window. If everything is good, the response will start showing the sent values. On the other hand, if there is some error then the response will show the error details.
(b) Check the Client Entry on FreshBooks
Also, you can check the entry of a new customer in your connected FreshBooks account.
Step 9: Save the Workflow
Lastly, save the gathered API response and Webhook manually for the smooth working more further.
(a) Save the FreshBooks Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save the Workflow
As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.
Well, this is all about ‘How to Add FreshBooks Clients Instantly for New Stripe Customers’. Consequently, after completing the step by step procedure, you will end up creating a FreshBooks client from new Stripe customers automatically. Also, you won’t even need any coding knowledge to follow the steps.
Now, try Pabbly Connect for FREE even for all premium features.
For any more questions/suggestions, do comment below.